To put market and recessionary concerns in perspective, it might help to describe six ways a recession resembles a bad mood. There are some intriguing similarities…
Our Take on Direct Indexing
How Do We Choose the Investment Strategies We Use? (Part 1 of 2 )
Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? If you’re seeking clarity, the daily spew of financial commentary won’t help. To cut past the clutter, let’s revisit our investment selection process. Reviewing the steps involved speaks to the importance of looking past today’s unsettling news in pursuit of your greater goals.
A Case for Reverse Mortgages (Even When One is Not Needed)
Update to Ukraine, Remaining in the Market and Diversification
An update regarding Ukraine
Healing What Hurts: The Essential Role of a Financial Therapist
As financial advisors, we help people attain financial independence. Usually, our personalized planning conversations are enough to help them establish a healthy, happy relationship with their money. However sometimes, we uncover bigger pain points we need to move past before we can move on. Read More >
Fighter Planes and Market Turmoil
Reasons Americans Aren’t Working
We know that staffing shortages are leading to wage inflation, but what can the Census’s ongoing Household Pulse Survey tell us about the labor shortage? Read More >
Six Financial Best Practices for Year-End 2021
It’s Time to Get Reacquainted with Survivorship Life Insurance
With the $3.5 trillion dollar infrastructure bill facing a reconciliation vote, high income earners and the ultra wealthy are clearly in the crosshairs of tax hikes, putting the need for estate liquidity back on the forefront of transfer tax planning. Read More >
Tax Planning in Turbulent Times - Part 3: Tax-Wise Financial Planning
Tax Planning in Turbulent Times - Part 2: Tax-Wise Investment Techniques
Is Inflation Haunting Your Financial Dreams? Part 2: What We Can Do About It
Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
Is Relocating in Retirement Right for You?
Giving the Digital Nomad Lifestyle a Try
If you’ve thought about giving the digital nomad lifestyle a try, here are some factors you may want to consider. Read More >
8-Steps to Help You Prepare for a Personal Health Crisis
Making critical financial or health care choices now, can ensure you and your loved ones know what to do and when, and have essential information when it’s needed most. Read More >