More than halfway through 2024, the U.S. economy remains strong, yet uncertainty at home and abroad is causing investors to exercise caution. And while inflation seems largely contained, prices and…
Dating back to 1875, the Kentucky Derby isn’t just a horse race — it’s a cultural phenomenon that blends athleticism, tradition, and style in a single event. On May 4,…
Despite recessionary fears dominating the 2023 headlines, the economy grew, unemployment declined, the S&P 500 rallied, and inflation decelerated. Looking ahead to 2024, the million-dollar question is whether the economy…
As we hit our stride in 2023, the headlines continue to bombard us with news of an imminent recession, continued inflation, additional interest rate hikes, a cooling housing market, and…
This has been a historic year for the stock market. The topics we were discussing around the dinner table earlier in the year have stuck with us like a bad…
As market volatility continues, we believe it is important to focus on what you can control when it comes to your portfolio, which includes fees, expenses and taxes. While tax…
If you have not heard of the term stagflation, you may be hearing it more often in coming months. Stagflation is a phenomenon when inflation is rising but the economy…
While Tax Day may be behind us, the risk of getting a scary and potentially costly tax audit is not. To help families learn how to best avoid a dreaded…
The California Gold Rush began in 1849 at Sutter’s Mill in Coloma, California. The news of gold brought approximately 300,000 prospectors to California. Gold worth tens of billions of today’s…
My daughter and son-in-law are looking to move from their townhouse to a larger home with a yard. There are few homes available, and they have been making offers on…
The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.