Financial Planning, From Our President, Hot Topics

Follow The Money

Follow the money- it's not just something you see detective do in heist movies, but it's something financial planners do...

So You Want a Second Home? 5 Things to Ponder From Our President, Home Buying, Hot Topics

So You Want a Second Home? 5 Things to Ponder

So You Want a Second Home? 5 Things to Ponder

I, Said the Bond: What Lies Next for the I Bond From Our President, Hot Topics

I, Said the Bond: What Lies Next for the I Bond

I, Said the Bond: What Lies Next for the I Bond

AI The New Frontier From Our President, Hot Topics

AI: The New Frontier

AI The New Frontier - how AI may change the world.

I Am Starting to Check My Portfolio Again From Our President, Hot Topics, How to Invest

I Am Starting to Check My Portfolio Again

I Am Starting to Check My Portfolio Again - why this may be a good sign and what it means...

Interest in interest rates From Our President, Hot Topics

Interest in Interest Rates

Interest in interest rates - where are interest rates headed over the next few months? It depends on inflation and...

Cool Little New Strategy, Courtesy of Secure Act 2.0 From Our President, Hot Topics, How to Invest, Retirement Planning

Cool Little New Strategy, Courtesy of Secure Act 2.0

Cool Little New Strategy, Courtesy of Secure Act 2.0 - learn how the new Secure Act changes impact 529s and...

2022 Marked the Worst Bond Year…… From Our President, Hot Topics, How to Invest

2022 Marked the Worst Bond Year……

2022 Marked the Worst Bond Year…… ever? What does that mean for your portfolio?

crypto-told-you-so From Our President, Hot Topics, How to Invest

Crypto-Told-You-So

Here's a crypto-told-you-so, and it's no surprise that I'm not a fan of crypto in general. It's more of a...

Great News: Last Year Was a Terrible Year in The Markets! From Our President, Hot Topics

Great News: Last Year Was a Terrible Year in The Markets!

Great News: Last Year Was a Terrible Year in The Markets! Why a bad year in the markets can be...

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