March 25, 2024From an early age, Americans are taught to avoid discussing politics and religion. This adage has been passed down for…- February 26, 2024Despite recessionary fears dominating the 2023 headlines, the economy grew, unemployment declined, the S&P 500 rallied, and inflation decelerated. Looking…
- January 25, 2024In July 2021, my wife and I flew to the Pacific Northwest to visit clients — putting her pilot’s license…
- December 18, 2023Let’s face it, no one enjoys paying taxes. In fact, people go to great lengths to find the “right” CPA…
- November 28, 2023For many, November ushers in feelings of gratitude and thankfulness as we anticipate the beloved rituals associated with Thanksgiving. Throughout…
- October 30, 2023We often associate October’s cooler weather with beautiful leaves, football tailgating, holiday planning, and all things pumpkin. And for many…
- September 19, 2023Families around the country are in the throes of adjusting to back-to-school activities, schedules, and homework routines. And while this…
- August 25, 2023The possibility of a recession was one of the hot topics we discussed during our 2023 Full-Year Investment Outlook in…
- July 17, 2023With many banks offering 4 – 5% interest rates on certificates of deposit (CDs), many investors are rushing to invest…
- June 20, 2023Growing up in a Protestant household, I didn’t encounter the concept of purgatory until later in life. But as I…
