Oct 3, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning
Investors experience market swings as a normal part of investing, and this year has been no exception. While market declines – such as the tariff-driven sell-off – can be uncomfortable, they also create opportunities to invest at more attractive...
Sep 24, 2025 | Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning
The famous investing principle “don’t fight the Fed” was coined in the 1970s but has only grown in significance. The idea is simple: the Federal Reserve’s monetary policy decisions can have important effects on markets and the economy, so...
Sep 23, 2025 | Financial Planning, Investing, Investment Planning, Markets
As markets reach new highs and artificial intelligence stocks continue to rally, some investors are asking “are we in a bubble?” This is as much about investor psychology as it is about market conditions. While it’s normal to worry about bubbles, focusing...
Sep 22, 2025 | Financial Planning, Investing, Investment Planning, Markets
“Life affords no greater responsibility, no greater privilege, than the raising of the next generation.” This statement by former United States Surgeon General C. Everett Koop underscores what for many is the ultimate goal: leaving a lasting legacy beyond our own...
Sep 19, 2025 | Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management
The famous investing principle “don’t fight the Fed” was coined in the 1970s but has only grown in significance. The idea is simple: the Federal Reserve’s monetary policy decisions can have important effects on markets and the economy, so...
Sep 9, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Tax Planning
The stock market climbed to new all-time highs in August, while bonds also contributed positively to portfolios. This occurred despite continued uncertainty around tariffs, Fed independence, and technology stocks. The month began with U.S. tariffs going into effect...
