As we close out 2024, we want to express our sincere gratitude for your trust and partnership. Since our founding in 1985, we have remained committed to Loyalty, Prudence, Care, and Professionalism—values that ensure your interests are always our top priority. This...
When it comes to planning for the future, we often focus on our big picture goals like retirement savings, planning for college and other milestones while overlooking simple steps and conversations that can make a big impact. Something as simple as completing an In...
Hi Abby, I want to create a financial plan that will help me achieve long-term success and stability. What questions should I ask myself as I start this process? That is a great question! Creating a financial plan can be daunting, but it’s one of the best steps you...
Subscription services. We all have them and, if you are like me, you can’t imagine not having them. How did we live before that box of fresh, organic food appeared on the doorstep? Did I really get in the car and drive to a video store to check out...
Despite thorough financial planning, unforeseen circumstances like cognitive decline can severely impact your and your advisor’s ability to manage your assets effectively and can lead to a loss of wealth. Cognitive decline, whether it be from aging or illness,...
Although check washing isn’t new, it’s experiencing a resurgence, with postal inspectors recovering over $1 billion in counterfeit checks and money orders each year. These scams involve stealing checks, altering payee names and changing dollar amounts before...
As workers return to the office after an extended Labor Day weekend, labor and employment are naturally front of mind. This is even more true for Jerome Powell and the members of the Federal Reserve Board of Governors. As the Fed’s battle against inflation appears to...
The U.S. Department of Defense recently announced that a major security breach has exposed nearly 3 billion personal information records. While the scope of the breach is still being assessed, authorities have confirmed that it involved unauthorized access to a...
As we commemorate National Dollar Day, it's fascinating to reflect not only on the currency itself but also on the enduring principles that guide wise financial decisions. One striking aspect of the U.S. dollar is its physical form: the dollar bill has remained...
Mere days after the popular media began dusting off references to the famous “Buffett Indicator”, markets hemorrhaged trillions of dollars in market value as part of a global stock selloff. The immediate investor concern as clear as ever: is this a healthy correction...