The Dollar’s Staying Power
In recent weeks, there has been much ado about the dollar. Questions and concerns have arisen about de-dollarization, central bank digital currencies, and what [...]
Market Updates – March 2023
Markets Rebound in March Markets had a solid March, as a month-end rally helped bring all three major U.S. indices into positive territory for [...]
Inflation’s Last Stand?
Spring has arrived and financial markets continue their recovery! Despite considerable volatility along the way, the major market indexes ended in positive territory for the [...]
Long-Term Relationship Money Conversations
6 Money Conversations to Have in a Long-Term Relationship All couples hope for a “happily ever after,” but it’s no secret that money issues [...]
Market Updates – February 2023
Down Month for Markets February was a challenging month for investors as early gains were wiped out by a late-month sell-off. All three major [...]
Inheriting Debt from a Family Member
Thinking about a loved one’s outstanding debt is the last thing on anyone’s mind when a family member passes away. Unfortunately, many people find [...]
Market Updates – January 2023
Markets Rebound in January Markets rallied to start the year, with all three major U.S. indices seeing positive returns in January after experiencing declines [...]
Do I Need Estate Planning?
Everyone needs an estate plan, no matter the size of the estate. Not only does this plan help carry out your wishes after your [...]
Decoding the Debt Ceiling Crisis
The headlines this week have warned that we’re nearing a “debt ceiling crisis.” What does this mean? It’s estimated that on January 19, 2023, [...]
Market Updates – December 2022
December Sell-Off Caps Turbulent Year Markets sold off in December, contributing to mixed results for the quarter and declines for 2022. The S&P 500 [...]










