Do any of these financial question marks apply to you?

plan

3Q 2022 Market Letter

ARE YOU NOT ENTERTAINED?!?

Forgive me; no sooner had the words hit the page than it occurred to me that “entertained” is almost certainly not the word you would have chosen. Stunned perhaps? Or maybe nauseous would have been a better choice. A twenty-five percent bear market decline in stocks disrupted by sporadic and occasionally quite violent counter-trend rallies; a huge spike in the number of one to two percent swings up or down in the market from one day to the next and some of the largest intra-day reversals ever seen.

2Q 2022 Market Letter

2Q 2022 Market Letter

A SELF-HELP GUIDE FOR CHALLENGING TIMES

If you’re nervous these days, rest assured that you are not alone. In fact, you are in such good company that this lifeboat is starting to look a little bit crowded.

Saving for College

Saving for College

May 29th is National 529 Day (5/29), a day created to highlight the importance of 529 savings plans in helping families pay for college or training expenses.

1Q 2022 Market Letter

1Q 2022 Market Letter

DON’T LOOK UP

Believe me, I get it; it’s ugly out there right now and nothing sounds quite so appealing as the thought of being able to turn a blind eye to it all and pretend that none of this is happening.

Earth Day 2022: Let's Talk about ESG

Earth Day 2022: Let's Talk about ESG

On this day, created to raise awareness about environmental issues, we reflect on how the choices we make affect the environment.

4Q 2021 Market Letter

4Q 2021 Market Letter

BACK WHERE WE STARTED, HERE WE GO ‘ROUND AGAIN

Another year under our belts, another one already storming out of the gate. Before 2022 completely gets away from us, though, conventional wisdom dictates that, as investors, it is our duty to stop and scrutinize the books we only just barely closed this past December 31st. The purpose?

The Responsibilities of Administering a Retirement Plan for Employees

The Responsibilities of Administering a Retirement Plan for Employees

Tips and advice on why it’s important to have retirement plans for your employees!

Estate Planning During A Time of Crisis

Estate Planning During A Time of Crisis

When assets are plentiful, estate planning takes on particular necessity–notably during this uncertain COVID-19 pandemic. Worries attract questions about how we will look after our loved ones.