Our Insights 

Q3 Commentary, 2024

Third Quarter of 2024 Commentary: Thank You, Federal Reserve!  As you might imagine, bonds, utilities, and some REITS put in solid performances, thanks very much to the fight against inflation by the Fed. The rate cut of 50 basis points showed that the Federal Reserve...

5 Ways Financial Planning Can Help

5 Ways Financial Planning Can Help

People tend to fall into two camps when it comes to actually doing it: non-planners and planners. Non-planners save when they can, perhaps putting a small amount into a workplace retirement plan, in the hopes that everything will work out in the end

Inflation and the impact on financial planning

Inflation and the impact on financial planning

If you have been following the nightly news lately, chances are you have heard experts and economists discussing the economy’s inflation rate. While the headlines usually focus on higher prices at the gas pump and in the grocery store,

Succession Planning for Business Owners

Succession Planning for Business Owners

When it comes to managing the day-to-day operations of running a business, it can be all-consuming. However, it is vital that small business owners take the time needed to assess their organization’s future and in particular what happens after

Financial Planning for Divorced Men

Financial Planning for Divorced Men

For men, there can be a certain amount of fear attached to the experience of going through a divorce. Not only does it take an emotional toll on you, but with the division of assets and the responsibility of alimony and child support that are often associated with a divorce

Components of a Good Financial Plan

Components of a Good Financial Plan

Studies continually show that those that have a financial plan are much more likely to pay bills on time than those who do not have a financial plan. It’s important for everyone to spend smarter and improve upon their wealth, which is why creating a financial plan that works for you is often a