Kevin’s Blog
Artificial Intelligence: Just How Disruptive Will It Be?
There’s no denying it — artificial intelligence (AI) is poised to revolutionize the digital world. Companies and investors alike are approaching it with enthusiastic optimism. And though no one is…
Honoring Sacrifice, Understanding Impact
Memorial Day has become a day marked by patriotic gatherings, pool parties, parades, and barbecues. And while patriotism, freedom, and love of country are certainly good reasons to celebrate, let…
Quarterly Investment Update: 1st Quarter 2024
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,…
Discussing Politics and the Markets is Smart, Not Taboo
From an early age, Americans are taught to avoid discussing politics and religion. This adage has been passed down for generations, as these deep-seated topics often stir up heated, or…
2024 Full-Year Investment Outlook
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…
Quarterly Investment Update: 4th Quarter 2023
In July 2021, my wife and I flew to the Pacific Northwest to visit clients — putting her pilot’s license to good use! After completing our client meetings, we checked…
This Tax Season, Take a Team Approach
Let’s face it, no one enjoys paying taxes. In fact, people go to great lengths to find the “right” CPA so they don’t pay more in taxes than absolutely necessary….
Building Wealth Enables Us to Help Others
For many, November ushers in feelings of gratitude and thankfulness as we anticipate the beloved rituals associated with Thanksgiving. Throughout the month, we’re surrounded with reminders to consider what we…
No Tricks, Just Treats: How to Avoid Scams
We often associate October’s cooler weather with beautiful leaves, football tailgating, holiday planning, and all things pumpkin. And for many children, October evokes excitement as they anticipate candy, costumes, and…
Education Savings: Gifting the Next Generation
Families around the country are in the throes of adjusting to back-to-school activities, schedules, and homework routines. And while this season can feel busy and laborious, empty nesters are quick…