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,…
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…
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…
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…
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….
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…
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…
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…
The possibility of a recession was one of the hot topics we discussed during our 2023 Full-Year Investment Outlook in February. Yet, here we are, six months later, and financial…
With many banks offering 4 – 5% interest rates on certificates of deposit (CDs), many investors are rushing to invest their cash reserves in CDs. Of course, the appeal is…
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.