Last year, the federal government passed a wide-ranging tax bill whose length and complexity caused several important provisions to receive little attention in broader coverage. A handful of these changes

One of the simplest but most important parts of your financial planning is keeping your beneficiary information up to date. Beneficiaries determine who receives assets like retirement accounts, life insurance

At the start of a new year, it’s natural to reassess goals and priorities. Many of us make resolutions to better ourselves. It is in this spirit that I offer

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