Insights and reflections to support your financial growth
Managing Your Emotional Stress At Market Peaks
Preparation, perspective and patience will help you invest with confidence. Investing at market peaks can feel like navigating uncharted waters, especially with the looming fear of a potential downturn. Emotional stress during these times is common, but it can be...
August is Perfect for Back-to-School Planning
The earlier you start saving, the easier it will be to send your kids to college. The month of August is when many parents are preparing to send children back to school this fall. While the checklists grow and the kids soak in the last few minutes of summer break,...
Not Over The Hill: Ready to Roll
You could probably never picture yourself at age 30, never mind 50. But here it is, looming on the horizon. (Hopefully that glow in the distance is the rising sun and not the multitude of candles on your cake!) All kidding aside, take heart. We all know being 50 today...
Second Quarter Commentary 2025
The S&P 500 was up 10.78% for the quarter despite the 11.25% sell-off in April. The S&P 500 achieved an all-time high by the end of the second quarter with a year-to-date performance of 6.54%. The aggregate bond index was up 1.28%. The aggregate bond index...
5 ESSENTIAL FINANCIAL PLANNING TIPS FOR HIGH SCHOOL SENIORS
Financial planning is a skill that will serve your child well for years to come. As high school comes to an end, a new chapter of life awaits high school seniors. It’s an exciting and transformative time, but it also brings about new responsibilities and financial...
HOW ONE POWERFUL HABIT CAN TRANSFORM YOUR LIFE
Each year, we visit a doctor – not because we’re sick, but to make sure we’re not. Preventive care detects early issues and provides confidence that we’re on track. The same principle applies to your financial life. An annual financial review is your fiscal physical:...