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. […]
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. [...]
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. […]
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. […]
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. […]
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. […]
Cybersecurity Awareness Month – observed every October – was created as a collaborative effort between government and business to ensure every American has the resources they need to stay safer and more secure online. […]
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. […]
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. […]
There is little doubt that cryptocurrency is having a significant impact on the world around us. Indeed, cryptocurrencies are so popular one literally needs to work to not hear about them on a daily basis. It is no wonder the public is clamoring to invest in the next big crypto coin. […]
