Smart Strategies for Your Tax Refund
Did you know that April is financial literacy month, as part of this mission – we wanted to discuss what you could do with your Tax Refund. Everyone loves a refund, right? But the big question is what should you do with this excess cash? Here are some practical ideas for how to best use […]
Investing: What’s In Store for 2024?
The New Year has brought with it new all-time highs for the equity markets. The S&P 500 closed above 5,000 for the first time in early February, and the Dow Jones Industrial Average continues to flirt with the 39,000 mark. What led to the strong market recovery in 2023…and will it continue into 2024? Looking Back […]
Financial Planning – The Why Behind the Why
Financial planning provides freedom and flexibility, and it’s critical to have a plan in place to make smart decisions about your money and your life. We all see numbers everywhere, every day. Whether you’re checking up on your fitness goals, watching a game, or monitoring moves in the market, numbers come at us from every […]
The Effects of Investment Fees Over Time
High management fees may rob your retirement accounts and investments’ ability to grow. Who’s Giving You Advice When it comes to investing, everyone has an opinion on the best way to go about it. There are stockbrokers and money managers who always seem to have the best ideas but never seem to […]
How to talk to your spouse about money
Valentine’s Day is here! (Don’t forget to pick up that last-minute gift!) February is known as a month of love! One way to jumpstart your holiday is to have healthy conversations with your spouse or significant other about money and finances. That is easily said but harder to do! This article can help you navigate […]
Where to get started when providing or coordinating care for a loved one
Meta Description Linkedin Most people like to help others, and many people make promises to their loved ones that they will be there for them, to take care of them. But exactly what does that entail? Does it mean coordinating or personally administering services? Either situation is an intense, time-consuming, and stressful job. Before […]
What is the FIRE Movement?
Following the FIRE Movement? Seeking financial independence? Want to retire early? Start with this article. Connect on Linkedin Much of the chatter in the financial world is chattering with the word “Fire,” specifically the acronym “F.I.R.E.” But what does this mean, and why does it matter? The acronym stands for Financial Independence, […]
The Concentrated Equity Market Continues
Article by: Brad Eaton Vice President, Investment Services linkedin As we head through the final turn and into the home stretch of 2023, it’s worth discussing a question that has been on the minds of many investors. During a year in which the S&P 500 Index is up (approximately 9.50% year-to-date), why are some of […]
Year-End Tax Planning Spotlight: Roth Conversions
Article by: Jeff Chase Vice President, Financial Planning – Wealth Manager As mentioned in one of our previous newsletter articles, this is the time of year when our team is in full year-end tax planning mode! One of the planning strategies that we commonly discuss and want to spotlight this month is Roth […]
Time to Invest in Gold?
Article by: Brad Eaton Vice President, Investment Services linkedin During a recent investment review meeting, I was asked by the client, “What about gold?”. In fact, I’ve had many similar inquiries throughout the course of my career. Each time I’ve received a question concerning the use of gold as an investment, I’ve asked the client […]
Does the age of your financial advisor matter?
According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55 years, with 38% expecting to retire in the next ten years. But does the age of your financial advisor really matter? Linkedin Average age of Financial Advisors For most of your life, a financial advisor is […]
Providing Care for a Loved one – Money is an Emotional Issue
If you are a caregiver or coordinating Care for a loved one, it is easy to get stressed regarding financial decisions. Money means different things to different people, and it’s a subject that many find hard to talk about. This makes it very challenging when making financial decisions for a loved one. Linkedin Personal views […]