How Does Compound Interest Work?

Everyone has their own ideas and plans of what they want to do in retirement, and we all want to get there someday. The biggest… Read more

Are Stocks Still Relevant?

The domestic stock market is the most familiar of the capital markets to the average investor, perhaps because it is the most accessible. The financial… Read more

Summer Reading List

              The warm weather is upon us and so begins the season of summer reading. Whether you are looking… Read more

Financial Planning Tips for Women

Financial planning for women can come with unique circumstances that need to be considered when establishing a financial plan. While goals are always personalized to… Read more

The Investment Industry Today and Tomorrow and What That Means to You

The investment industry is changing and understanding this can be important to you and your financial future. A short history of the investment industry will… Read more

The Multiplier Effect

Forbes.com author Bridget Brennan noted in a powerful article1 “Women have a multiplier effect. They are multiple markets in one.” She goes on to explain… Read more

Tax Savings & You

  Income tax rates have been reduced by the tax act of 2018 and so we don’t need to focus on tax savings like we… Read more

Resolutions and Contributions

According to our furry friend, Punxsutawney Phil, spring will soon be upon us! I’d like to take a moment to reflect on those resolutions you… Read more

Investing for Women

We all have similar reasons for investing. The most common goal among all investors is preserving and growing assets for retirement. The most important factors… Read more

A Look Back on 2018 Part 2 – The Year of Trade Tension

A Look Back on 2018 Part 2 – The Year of Trade Tension July When does a family empire built on a reality TV series… Read more

A Look Back on 2018 Part I – The Year of Trade Tension

A Look Back on 2018, Part I – The Year of Trade Tension January On January 30th, 2018 President Donald Trump delivered his first State… Read more

Q&A with a CDFA® (Certified Divorce Financial Analyst)

Read our latest interview with Mallory Labik, our in-house CDFA®. This blog reviews the importance of speaking to a CDFA® before or during a divorce. Learn about how working with a CDFA® and a divorce lawyer has many advantages.

Trade Wars

  Trade Wars Q & A   Q) What’s happening and who’s involved? A) Even preceding his time on the campaign trail, Trump has long… Read more

Tax Benefits and Retirement Plans

Tax Benefits and Retirement Plans With all of the talk today about tax reform, I am still surprised that the majority of people I talk… Read more

Taxes and Your Board of Directors

Taxes and Your Board of Directors Tax time has a way of making us resolve to save taxes going forward. But that inclination feels a… Read more

Estate Plans: A Part Of Your Financial Health

  Estate Plans: A Part Of Your Financial Health Estate plans are not a simple “set it and forget it” set of documents. It needs… Read more