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Friday, September 15, 2023

The vital role of inflation in planning for children’s college expenses In today's rapidly changing economic landscape, proper planning has become more critical than ever. When it comes to saving for children's college expenses,...

Friday, September 15, 2023

It can be easy to get swept up in the vacation whirlwind and lose track of how much money you’re spending. From airfare and accommodations to frequent dining out and shopping, the cost of a memorable getaway can quickly skyrocket...

Friday, September 15, 2023

You may have heard people in the office talking about FedNow. FedNow is an instant payment service that the Federal Reserve will offer businesses and individuals to send and receive money within seconds on a 24-hour, 365-days-a-year...

Friday, September 15, 2023

Now is an excellent time to start evaluating your current financial situation, determining your future goals and expectations, and working toward pursuing them. If you need help pulling together a plan for your finances, a financial...

Thursday, September 7, 2023

Dear Friends and Family,   Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of August, markets had to contend with a downgrade of U.S. long-term...

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Monday, August 14, 2023

August 2, 2023Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky,...

Friday, July 28, 2023

Loss aversion, or the phenomenon of experiencing losses much more severely than gains, can lead to unwise investment decisions. Whether you're hanging on to a loser of a stock for longer than you should or are afraid to invest at all...

Friday, July 28, 2023

  Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial...

Friday, July 21, 2023

July 11, 2023Dear Valued Investor,Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position your portfolio for the latter half of the year. Our...

Monday, July 17, 2023

In a 6 to 3 vote, the Supreme Court struck down the Biden administration’s student loan forgiveness plan denying a chance for at least 43 million eligible participants to eliminate up to $20,000 of their debt. Despite new...

Monday, July 17, 2023

Navigating health insurance, retirement accounts and real estate Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial...

Monday, July 17, 2023

Most of us who have experienced college are all too familiar with that intimidating mountain you have to climb upon graduation: repaying your student debt. Seeing our children struggle financially is heart-wrenching, and though we want...

Monday, July 17, 2023

On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12, 2022.1 According to a common definition of market cycles, this indicated that the...

Tuesday, June 27, 2023

Every so often Washington likes to remind us how hard it can be to get things accomplished. The most recent example is the debt ceiling—the amount Congress can borrow to pay its bills. It seems...

Monday, June 12, 2023

The “Sandwich Generation” faces a lot of struggles. If you’re unfamiliar with this term, it describes a demographic where usually middle-aged individuals must support aging parents at the same time they’re...

Monday, June 12, 2023

Veterans and those on active-duty face unique financial planning challengesMemorial Day is an important holiday observed in the United States to honor and remember the men and women who have died while serving in the country's armed...

Monday, June 12, 2023

We all know the importance of staying hydrated, but sometimes regular water isn’t enough to beat the summer heat. Luckily for you and your four-legged friend, there are different ways to make hydrating fun. Give one of these a...

Monday, June 12, 2023

With summer on the horizon, many of us are eagerly awaiting exciting activities and well-deserved getaways. However, these adventures can also lead to higher expenses that put extra strain on our wallets. The key to enjoying a...

Monday, June 12, 2023

Hiring employees is sometimes a difficult task. You may need to find employees who fit the business culture and have the skills to get the job done. The good news for small businesses looking for employees with various skills and a...