2021 Mid-Year Outlook
Access our full 2021 Mid-Year Outlook to read more about…
Four Tools to Protect Against Inflation
Everyone is talking about the likelihood of inflation. We first…
2021 Market Outlook
While our overall return expectations for stocks and bonds are…
Are Changes Coming to the Estate and Gift Tax?
If you and your spouse have assets greater than $7…
Our 25th Anniversary Video!
This is the story of meticulous attention to detail and…
How Much Should You Have In Your Emergency Fund?
A long-standing rule of thumb has been three to six…
Avoiding Lifestyle Creep
One of my passions as a financial planner is to…
Lease or Buy Decision
Many big-ticket consumer items, such as cars, computers, and furniture,…
Tips for Preventing Fraud
Tips for preventing fraud Cybercrime and fraud are serious threats…
Why Educators Should Pay Close Attention to Retirement Plan Fees
Many teachers have 403(b) employer retirement plans, which have saving…
Why We Often Recommend Our Clients Have a HELOC
A home equity line of credit (HELOC) may provide a borrower with…