Insights
Market Update: It’s Lonely Out There
Hope everyone is having a great summer so far. The typical summer slowdown does not seem to be in effect for us. We are quite busy, but good busy, and for that we [...]
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Optimizing Your Social Security
With the looming threat of Social Security benefits being cut by 27% in a decade, it is now more important than ever to ensure you maximize your Social Security [...]
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College Costs Keep Rising
As college costs continue to rise, parents are feeling the financial squeeze as they try to pay down their own debt while simultaneously saving for their [...]
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Are You Ready for an IRS Audit?
The IRS has announced a new 10-year plan that will put increased scrutiny on wealthy taxpayers. After getting an $80 billion budget increase from last year’s [...]
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Surprise, Surprise: Stocks, Bonds and Gold Rise
Oops, They Did it Again ‘Don’t believe the hype’ is one of the big lessons learned so far in 2023 but Stocks, bonds, and gold have been solid. Recall how [...]
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Some Green (Profit) on the Screen
As the first quarter comes to a close, not much has changed in the markets from the past year. The US Federal Reserve is still plowing ahead with a string of [...]
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From Windfall to Financial Freedom: Strategies for Managing Your Inheritance
Inheritance 101: How to Manage Your Windfall Inheritance and windfall are two terms that refer to a sudden, unexpected influx of money. An inheritance is a sum of [...]
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SEC warn Investors on Self Directed IRA perils
What is a self-directed IRA? Self-directed IRAs offer investors the ability to diversify their investments with a broader portfolio of assets than other types of [...]
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(Market) Partly Cloudy, but Warmer
Fed be Gone Continuing on with our theme from last month, we see the markets remain on the path to normalizing. I know this might sound like crazy talk, but [...]
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The Endowment Strategy: How to Build an Armor-Plated Portfolio
The year was 1985, and David Swenson of Yale University was about to change the world. The investment community had no idea that a new strategy was under [...]
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Recent posts
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Late Summer Market Update: Pick Your Poison
August 21, 2025 -
Modest Inflation Pushes Estimated Social Security COLA Higher
August 20, 2025 -
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August 15, 2025 -
The Tax Bill’s Expanded 529’s and New Child Accounts
August 8, 2025 -
Why An Alarming Number Of Workers Cash Out 401(k) Plans
July 31, 2025 -
Summer Market Update: Opportunities in the Wild (Market)
June 18, 2025
