Qualified Charitable Distribution
Did you know that there are exceptions to distributions from traditional IRAs being taxable in the year you receive them? There are several, including the
August 12, 2024
Reasons for Optimism
We wish you a happy New Year and hope you were able to close out 2022 with friends and family. The beginning of a calendar
August 12, 2024
Staying the Course
The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of
August 2, 2024
August 12, 2024
Student Loan Webinar with GradFin
We hosted a webinar last month addressing student loans and repayment strategies. If you were not able to sign on and watch it, we took
August 12, 2024
The Best and Worst of Times
In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we
August 3, 2024
The Biggest COLA Increase Since 1981
How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong
August 3, 2024
Wall Street Focuses on Debt Ceiling
Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now. Wall Street has shifted its
August 12, 2024
What Do We Do Now
Dear Valued Investor, “What do we do now” has been on the mind of many investors now that Russia has invaded Ukraine. We see it
August 3, 2024
What is the chance you will outlive your life insurance?
We hosted a webinar last month addressing life insurance, disability insurance, long term care policies. If you were not able to sign on and watch
August 12, 2024