Miscellaneous

Beginning 2023 With Gratitude

“Acknowledging the good that you already have in your life is the foundation for all abundance.” – Eckhart Tolle It’s been nearly three years since the Covid-19 pandemic exploded onto the world stage. Since then, we have witnessed the spread of disease, war, social unrest, natural disasters, political tension, inflation, economic upheaval, and massive market volatility. For many of us, [...]

Taming The Bear: Making Sense of the 2022 Downturn

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. […]

Nailing the College Money Conversation

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. [...]

Remaining Calm in Times of Uncertainty

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. […]

Finding Inflation’s Footing

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. […]

Changes Are A-Comin’ for the FAFSA

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. […]

Protecting Seniors from Financial Fraud

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. […]