A Helping Hand

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

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.....

Lifestyle Creep

In the pursuit of a comfortable and fulfilling life, many individuals find themselves succumbing to a subtle but insidious phenomenon known as lifestyle creep. ...

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...

What I Wish My Younger Self Knew

As my own children move into adulthood, I am stopping to think about what advice they could use early on and what would they listen to starting out on their own.....

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 .....

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