After an abnormally calm 2021, which saw stock markets reach all-time highs, the major stock indices are sharply lower in 2022. Volatility has returned to the market as concerns over interest-rate tightening, inflation, supply shocks, economic growth, and geopolitical events have dampened last year’s market exuberance. Read more
April is Financial Literacy Month. As financial planners, we are passionate about helping clients, their children, and others in our community increase their financial literacy skills. Given that May 1st is also Decision Day for college acceptances, we thought it’d be timely to share our thoughts on how families might discuss the cost of college with their children. Read more
After a relatively tranquil and upwardly moving 2021 in the stock market, 2022 is off to a rocky start, further exacerbated by Russia’s historic invasion of Ukraine, which started the worst land war in Europe since World War II. Read more
After seeing markets close at or near an all-time high in late 2021, 2022 is off to a rough start. Interest rates are set to rise, inflation has been more persistent than initially forecast, Omicron put a damper on the holiday season, new geopolitical risks are looming, and Washington’s Covid stimulus measures appear to be drying up. Read more
As the new year begins, now is an excellent time to step back and reflect on how you can improve your relationship with your finances, reduce financial stress, and increase your overall happiness. Read more
With the end of the year fast approaching, making charitable donations is on everyone’s mind. Not only to support one’s favorite charities but also to take advantage of the significant tax deductions available to taxpayers in certain circumstances. Read more
It seems like people are whispering about inflation everywhere you turn, and it’s for a good reason. Rising prices have the power to eat away at your purchasing power and erode the value of your assets. Read more
Fall is in the air. The kids have headed back to school. It is an exciting and busy time of year for most of us, but it’s particularly hectic for high school seniors getting ready to apply to colleges. As we all know, the cost of higher education is an expensive endeavor. Read more
Now that my son is entering high school, I plan to talk to him about college by sharing some helpful information to set his expectations and to impart upon him why college is an essential investment in his future. Here are some key points I plan to make: Read more
June was World Elder Abuse Month, making now a good time to reflect on some of the financial hazards the elderly are particularly vulnerable to. Fraud surges typically happen during tax season, the holidays and throughout disasters and pandemics. Read more