A Helping Hand

Our financial planners share their thoughts about financial planning, the economy and the markets.

Gold as an Investment

With the price of gold increasing roughly 25% so far in 2025, as of late April, many investors may be wondering about the investment properties of gold, and precious metals ...

The Historical Impact of Tariffs

Tariffs have been an essential tool in the toolbox of governments for centuries, influencing the flow of international trade, economic policy, and the balance of power in global markets...

The Power of Compound Interest

A key principle of long-term investing is having the power of compound interest work in your favor over time. Quotes about the magic of compound interest abound among history’s ...

The Investment Song (to the tune of Chestnuts Roasting on an Open Fire)

Chestnuts roasting on an open fire, 2024 coming to a close, Stock prices continue to go higher But for how long no one knows; Inflation looks to be back under control Price increases slowing on what we buy The economy has continued to roll Another year just passed us by

Options for Short-Term Cash Holdings

Since the Federal Reserve cut the short-term interest rate target to near zero in the wake of the Great Financial Crisis, the interest rates banks pay on customer deposits has stayed very low...

Balancing Saving for Retirement Versus Enjoying Today

Most people assume that financial planners are mostly focused on helping their clients save for the future and, thus, stress the importance of delaying immediate gratification for a secure tomorrow...

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