Maybe, just maybe, history repeats itself to help us remember. The U.S. markets have just completed the strongest fifteen-year stretch in modern history. From the post-crisis lows of 2009 to

I was feeling nostalgic the other day as I looked in Juliette’s (our youngest) bedroom.  31 years ago, that bedroom was my office.  At work later that day in our

Markets have been on an impressive run this year. Even as headlines question how long it can last, investors keep buying, and the AI stocks continue to climb. Interestingly, there’s

As we celebrate more than three decades together, I want to take a moment to express my heartfelt gratitude. To each of you who has placed your trust in us,

Where do we stand as 2025 winds to a close?  Is our Federal Reserve Board (FRB) more concerned about inflation or unemployment?  The FRB, in its role as the central

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