February 2023

Value investors who chose to stay the course through the last few years were finally rewarded for their discipline.

Impact. Life. Goals

Decisions around education savings can feel overwhelming, but they don’t have to be! Whether you’re saving for college, graduate school or some other educational credential, working alongside an advisor who understands the ins and outs of the available savings vehicles and their rules helps ensure that every decision you make is in the best interest …

Making Sense of Education Savings: What’s Right for You? Read More »

Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad. From Chinese real estate woes threatening to disrupt their economy, to political wrangling in Washington that will continue to ripple through our own, there’s no escaping that the headlines have near-term market impacts around the world. But if the …

Marathons & Markets Read More »

MONTHS OF NON-DISCRETIONARY EXPENSES TO SET ASIDE FOR EMERGENCY SAVINGS PURPOSES

When you design, build and protect a plan it requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success — several of which present opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.

We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance.

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.