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Children and money will always be intertwined. From birth to adolescence and from college graduation to having children of their own, children will always be linked to money and finances..
How do children learn to….
Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income. No more bosses, no more meetings to attend, no more schedules to keep, no more stress that even the best of jobs can create. Retirement can be…
There are many years that history could easily forget, but 2020 certainly will not be among them. The past year challenged us in more ways than we were prepared for and the…
Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Last year presented some of the most challenging times for everyone and we are hoping that…
After one of the most contentious presidential elections in recent history, as of November 6th, the election results are still not finalized and the might be contested for the foreseeable future. A new administration could bring changes, so we thought it would be helpful to review some information to think about if…
Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place. For the third quarter, the Dow Jones Industrial Average (DJIA) advanced over 7% and the S&P 500 Index (S&P 500) rose over 8%. Although the quarter was strong, the month of September brought….
Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will…
No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession and global uncertainty including Brexit and civil wars in the Middle East, the U.S. economy was ambushed…
The last few days of February created confusing and turbulent times for investors. The rough stock market fluctuations created a rollercoaster-type of ride that has attracted almost every media….
One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from…