Options for Unspent 529 Plan Funds
As spring graduation dates rapidly approach and graduates head off to college in the coming months, it is an opportune time to review the 529 college savings plan .....
Is it Time to be Fearful?
As investment (and behavioral) managers we often talk about not letting emotions dictate our clients’ investment decisions. Emotions often lead investors to either ....
2024 - That Was Fast!
I think this new year came so fast that I not only got backed up on writing this commentary, but also, thankfully, did not seem to have time to make New Year’s resolutions .....
Grandma Built Her Fortune in the Market (to the tune of Grandma Got Run Over by a Reindeer)
Grandma built her fortune in the market, Explaining her success on Christmas eve, You can say there are quicker ways to riches, But as for me and Grandpa, we believe.....
Overview of Health Insurance Terminology
As we approach the open enrollment season for selecting health coverage for 2024, many people may be overwhelmed by the available options. Whether it be employer...
The Reality of Market Predictions
This summer several clients brought up recent headlines touting hedge fund manager Michael Burry’s latest market prediction and subsequent bet on a U.S. stock market crash. Michael Burry is widely known as a hedge fund manager .....
