It feels like you can’t turn on the news or read a headline without running into the acronym “ETF.” Exchange-traded funds have become one of the most talked-about investment tools

Contrary to popular belief, retirement is not a fixed point on a map or a finish line you cross. There are no hard rules, just guidelines, habits, and choices that

Next month my mom will be moving into an independent living community.  There are many options available for seniors like her who desire community, but don’t need a skilled nursing

Over the past couple of years, we’ve personally helped clients navigate a surprising variety of scams, everything from fake IRS letters and fraudulent Social Security calls to phishing emails and

It’s been a year marked by disruption. Geopolitical tensions have flared, sweeping tariffs have taken hold, and markets have seen their share of volatility. Yet, as summer settles in, the

Relationships Our firm is built on the principle of honoring client relationships.  It is simply more rewarding for us to get to know you in a meaningful way than it

We’ve heard from many of you about your concerns surrounding the upcoming election. Our response has remained consistent: historically, market data shows that the outcome of elections does not have

There may be an unprecedented amount of uncertainty heading our way and it has nothing to do with the presidential election. It has to do with taxes. The biggest tax

With the recent financial market’s turmoil and implications for the economy you can imagine the discussions I’ve been having.  I recently told a friend that we’ve seen markets like this