Legacy can be a loaded phrase. It provokes reflection on our life story, the impact we’ve had, and what it is we leave behind, including our dreams and values. In the material sense, our legacy is about ensuring our hard-earned wealth serves a purpose long after we’ve closed…

What comes to mind when you hear the word retirement? For many of us, retirement is a phase of life we aspire to. It's a chapter where we can envision ourselves basking in the glow of well-deserved leisure, pursuing passions, and cherishing precious time spent with our…

U.S. presidential primary season is well underway, and November’s general election will be here before we know it. We are already inundated with election ads and information, whether that’s on social media or Saturday Night Live. Much can happen between now and…

Just as the new year provides new opportunities, new tax years provide the same. Here is a list of important changes coming in 2024. These figures are important in considering smart tax planning for the year ahead.

Well, that was a pleasant surprise. What a difference a year makes. This year surprised most all economists, prognosticators, and investors. A welcome reprieve from the challenges of 2022. The economy remained resilient…

Income is a critical component of an investment strategy. After all, the value of any asset depends on its ability to provide a return on capital. However, some investors place too much emphasis on generating income in their portfolio...

Life can often feel like it's moving too fast, filled with choices, responsibilities, and deadlines. In the midst of it all, there is not enough time to think and plan for you and your family’s future.

The arithmetic of investing suggests that it is difficult for anyone to consistently "beat the market." What is the market after all?

Investing one’s money is inherently an emotional endeavor. Often, the emotional detachment we provide as investment advisors is one of our most impactful

For most working adults, retirement is an abstract concept. A typical retirement age is somewhere around 65, meaning the average…

A Donor-Advised Fund (DAF) is a philanthropic vehicle that allows individuals to make a charitable contribution, secure an immediate tax deduction

The month of September has been, on average, a poor month for stocks going back more than a century. This year was no exception.

In the financial markets, stocks usually get all the attention. This year, however, stocks have had to share the spotlight with cash investments – CDs, Treasury Bills, and the like.

Many have seen the pictures of the enduring traffic jams at shipping ports and noticed the closed signs in the windows of restaurants in the afternoon. Supply constraints and labor shortages coupled with what seems to be insatiable consumer demand appear to have brought back inflation after a long hiatus, at least temporarily. But as inflation rises, so too do the interest rates on newly issued Series I Savings Bonds, creating an opportunity for investors seeking low-risk alternatives for cash.

News of the spread of a highly contagious COVID variant kicked off a retreat in risky assets in November. Global stocks retreated from new highs set in October, falling 2.4% in November while oil prices collapsed over 20%.

In a year of already strong gains for global stocks, October was another record-setting month. In particular, the S&P 500 reached a record high and finished the month up 7%. October marks the biggest gain for the index since last November when stocks jumped in the wake of the U.S. election and news of vaccines. Consumer discretionary and energy stocks were the highest returning economic sectors.

September ended a run of steady gains for stocks. In a turbulent month, global stocks dipped 5% after reaching another record high early in the month. Investors were lulled by seven months of steady gains. While well within the historical norm, September’s pullback feels jarring after a period of calm.

Stocks remain stoic, grinding steady gains through the summer.

Despite rising infections due to the delta variant, geopolitical concerns, inflationary pressures, and supply chain bottlenecks, stocks continued their unrelenting march to record highs.

Michael Phelps is arguably the best modern-day Olympian. No other athlete comes close to his record of winning twenty-eight medals over five Olympic games. Twenty-three of those twenty-eight medals were gold. In his career, Phelps set thirty-nine world records. But today, only four of those records still stand! It is astonishing that such a revered swimmer saw most of his world records beaten within five years of retirement. As the saying goes, records are meant to be broken.

The first half of the year started on solid footing. A rapidly recovering economy and strong gains in stocks boosted investor euphoria. After such a swift recovery in financial markets, the challenge now is staying grounded in your investment strategy when it feels like everyone else has lost theirs.