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August 2022 Economic and Market Update
August 2022 Economic and Market Update
4 Aug 2022
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After what we have seen so far this year, the last week of July was one of the busiest as it relates to releases and reporting on a daily basis. We are in the middle […]
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June 2022 Market Update
June 2022 Market Update
16 Jun 2022
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A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close […]
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What Does It Mean To Truly Be Diversified
What Does It Mean To Truly Be Diversified
We are almost halfway through the year, and we have seen increased movement in the markets due to several factors. This includes downside volatility (markets declines), and some to the upside (market increases). While we […]
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3 Things You Can Do When Your Investment Portfolio is Down
3 Things You Can Do When Your Investment Portfolio is Down
Just like the seasons, the winds and temperatures of the financial markets change throughout the year. And, when the storms come, we all feel better about seeking refuge.  The current market environment has not provided […]
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3 Things to Remember During a Stock Market Correction
3 Things to Remember During a Stock Market Correction
1 Jun 2022
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As the S&P 500 kisses bear market territory (down 20%), you can expect no shortage of bold predictions, “told ya so” declarations and doomsday outlooks. The secret to managing through a bear market is to […]
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Leaving a Legacy
Leaving a Legacy
20 May 2022
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So far this year, our 2022 theme of Planning with Purpose, has covered topics like how to get your financial life organized and why it’s important that you think about the impact of taxes year […]
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Trouble with the (Yield) Curve
Trouble with the (Yield) Curve
28 Apr 2022
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The first quarter of the year presented a bumpy start to 2022. We are in a time where multiple events seem to be occurring all at once. This includes inflationary concerns, Russia’s recent aggressive actions, […]
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How We Learned to Stop Worrying and Love the 1040
How We Learned to Stop Worrying and Love the 1040
28 Apr 2022
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If you have met with one of our advisors, we have probably asked you to share your most recent tax return with us.  While we are not tax advisors or tax preparers, we do have […]
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Setting up a 401k for your business
Setting up a 401k for your business
5 Apr 2022
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We have previously covered investing in a 401k plan from the employee’s perspective.  Today we’ll turn that around and focus on 401(k) plans from the business owner’s standpoint.
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Tax Season is Every Season
Tax Season is Every Season
21 Mar 2022
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Introduction Tax season is in full swing.  As we write this blog, we are about a month away from the annual April 15 Tax Day deadline.  Most people think about taxes once or maybe twice […]
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