You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
This article is the third in a three-part blog series related to financial items to consider if your spouse passes away. Today we’re focusing on issues related to taxes, investments, and assets. In Part 1 we discussed estate settlement issues, and Part 2 addressed...
Recently, we’ve been hearing a lot of headlines about how the market keeps reaching all-time highs. In fact, as of September 2nd, the S&P 500 had reached a closing high 54 times in 2021. A rising stock market paired with historically high valuations in some...
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
During the week of June 8, 2020, the S&P 500 index rose to the point where year-to-date total returns were 0.00%. The index that tracks large publicly-traded US companies wasn’t quite up to where it was when it started to fall in February. But it did recover...
When life gives you lemons, make lemonade. We’ve been using that phrase a lot lately. Then again, we’ve been given a lot of lemons lately. Many of our clients, friends, and family have encountered some really hard challenges. Things like temporary business...
The year 2019 was a great year for the US and international stock markets. Large-cap US stocks were up more than 30% measured by the S&P 500, small and mid-cap US stocks were up more than 25%, and international developed stocks were up nearly 23%. Meanwhile,...
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies...
A little over a year ago, a friend of mine reached out to me to ask - Should she be purchasing a home now? She had been saving up for a down-payment on her first house, so she was paying close attention to what was happening to interest rates. Mortgage rates were...
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or...
