Why is the Stock Market Going Up?
The most common question we are hearing right now from clients regarding their investments is “how is this happening?” Despite engaging in a war in the Middle East, historically high oil prices, and low levels of consumer confidence and investor sentiment, ...
Life After Work: How to Build Purpose in Retirement
We all dream about the day we no longer have to clock in to work and can finally enter retirement, but how often do we think about what we will do with our time in retirement? According to S&P Global, by 2030, over 20% of the U.S. population will be age 65 or older. ...
Overview of United States Income Taxes
As the 2025 tax filing season is upon us, many people feel stressed about getting income tax returns completed correctly and on time. This article will provide an overview of how federal income taxes work in the United States. ...
What are Money Scripts and Why Should We be Aware of Them?
Have you ever wondered where your beliefs about money came from? Have you ever sat down and evaluated your financial behaviors in hope of finding a single, life‑changing answer that leads to wealth? ...
Have Yourself a Well-Balanced Portfolio (to the tune of Have Yourself a Merry Little Christmas)
Have yourself a well-balanced portfolio, Let your drawdowns be light, From now on, your panic selling Is out of sight ...
Should You Let AI Manage Your Money - What to Know Before You Decide
“Should I be using a robo-advisor?” “Can I self-manage my accounts with AI now?” “Do I even need to pay for a financial planner anymore?” With AI becoming more visible in everyday ...
