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Wealth Management Blogs

Optimism is the only realism

“I’ve had a lot of worries in my life, most of which never happened.” – Mark Twain Few behaviors (if…

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Wealth Management Blogs

Four Things to Consider with Cryptocurrency

In 1630s Holland, the tulip rapidly became the luxury item of choice. As prices rose steadily, traders began to speculate,…

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Wealth Management Blogs

Inflation’s Impact to an Investor

With the recent uptick in inflation data our team thought it useful to give lifetime investors some perspective. Investors have…

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Wealth Management Blogs

Enhanced Tax Benefits – New Legislation Summarized

In the last 12 months congress has passed several pieces of legislation intended to provide relief to individuals and businesses….

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Wealth Management Blogs

2020 Retrospective: Valuable Lessons from a Challenging Year

At this point, it is both trite and painful to revisit the many challenges we faced as a nation in…

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Wealth Management Blogs

Rebalancing: Helping You Stay the Course

You did it, a perfect balance. A wonderfully crafted portfolio that maximizes long-term return potential while considering the degree of…

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Wealth Management Blogs

Can Volatility Be an Enjoyable Ride?

Many thrill seekers pay big money and wait in long lines for some of the world’s most extreme rollercoasters. Most…

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Wealth Management Blogs

Should I refinance my mortgage? 3 things to consider

Refinancing is the process of amending or revising your mortgage loan agreement, often resetting the interest rate, term length, and…

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Wealth Management Blogs

To Roth or Not to Roth Inside Your 401(k)?

That is a common question. Whether you are enrolling for the first time ever in a 401(k), reassessing your retirement…

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Wealth Management Blogs

The Election and The Stock Market

As a financial advisor I find myself “talking shop” with greater frequency during an election year. Thinking about how each…

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Wealth Management Blogs

The “Coronavirus Crash”—What Have We Learned?

On February 19th, the United States stock market measured by the S&P 500 index closed at an all-time high of…

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Student Loans

Wealth Management Blogs

“I have student loans and extra cash – what should I do?”

If you are like many young adults, you have student loans. Some are ashamed of their loans and are afraid…

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