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Fourth Quarter 2023 Market Overview
Jan 8, 2024 | Investing, Quarterly Market Summary
2023 was a year that defied expectations. With inflation roaring and the Fed enacting the fastest rate hike cycle in 40 years, the general consensus...
2023 Q4 Quarter-End Market Update: The Great Puzzle
Jan 4, 2024 | General, Investing
I think it is fair to say, as we end this interesting and challenging year and head into perhaps the strangest election year ever, that we are faced...
8 Essential Pieces of Financial Advice for Widows
Dec 21, 2023 | Financial Planning for Widows, Women & Wealth
Losing a spouse is one of the hardest things anyone can experience. It’s a distressing, overwhelming, and uncertain chapter of life. Widows are...
Global Events and Capital Markets
Dec 12, 2023 | General, Investing
Where to begin? It is difficult to make sense of all of the events unfolding around the world as we approach the end of a tumultuous year and look...
Holidays and Trust Funds: Discussing Generational Wealth Transfer & Family Wealth Planning with Adult Children During the Holidays
Dec 12, 2023 | General, Smart Financial Tips
The holidays are a time for family, feasting, and... generational wealth transfer discussions? Don't let the thought of talking money with your...
Four Charitable Giving Strategies to Help Build Family Legacy Planning into Your Holiday Traditions
Dec 12, 2023 | General, Smart Financial Tips
Imagine fireside chats not just about Aunt Mildred's perfect gift, but about causes close to your hearts. What sparks your family's philanthropic...
Sudden Wealth Management: Ten Tips to Manage and Preserve Your Assets
Dec 11, 2023 | General, Smart Financial Tips
Like so many elements of life, coming into sudden wealth can be a double-edged sword. Often considered a blessing and a curse, sudden wealth or a...
2023 Q4 Mid-Quarter Market Update – A World of Turmoil and Transformation
Nov 14, 2023 | General, Investing
War in Israel/Gaza On October 7 Hamas invaded southern Israel, massacred 1,400 Israelis and others from around the world, and took 240 hostages. ...
Practicing Gratitude for Wealth and Health
Nov 13, 2023 | General
Gratitude is like a superpower for your wellbeing. Over the past few decades, research has linked gratitude to increased happiness, improved mental...
2023 End-of-Year Tax Planning Tips to Reduce Your Tax Burden
Nov 9, 2023 | Smart Financial Tips, Tax Planning
2023 has certainly been an eventful year, so it’s likely that income taxes have not been at the top of your mind. But there is still time before...
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