Charitable Gifting
Strategies for the Season of Giving For many, the holidays are a time for giving back, whether by donating to a favorite charity or [...]
Market Updates – October 31, 2021
Sweet October for Markets Markets rebounded from September’s pullback with strong results in October, driven by improving economic conditions and a better-than-expected start to [...]
Year-End Financial Planning
10-Point Checklist From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another [...]
2021 Q3 Newsletter
Not So Fast The “great re-opening” began to stall during the third quarter, ushering in a wave of volatility in the stock market. [...]
Market Updates – September 30, 2021
Rocky September Leads to Mixed Quarter for Markets Markets pulled back sharply in September after setting record highs in August. The S&P 500 declined [...]
529 Plans & Financial Aid Impact
A Crash Course in 529 Plans and Their Impact on Financial Aid Are you worried about the rising cost of education? 529 plans [...]
Market Updates – August 31, 2021
Strong August for Markets Markets continued to rally in August, with all three major U.S. indices setting record highs. The Dow Jones Industrial Average [...]
Retirement Checklist
5 Steps to Help You Stay on Track Let’s face it—saving for retirement is often easier said than done. Life events, market volatility, [...]
Market Updates – July 31, 2021
Solid July for Markets July was a positive month for most markets despite rising medical risks. The three major U.S. indices saw all-time highs [...]
Estate Planning for LGBTQ+ Married Couples
On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and [...]