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Quarterly Comments: February 7, 2025

Uncertainty Grows It seems like much more than a month since the inauguration of the new administration. More Executive Orders have been issued in this ...
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Quarterly Comments November 2024

Not As Clear As We’d Like It To Be We expected some clarity following the election What we seem to have at this moment is ...
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Navigating Healthcare Costs in Retirement

Life After Employer-Sponsored Health Insurance As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: ...
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Navigating the Recent Federal Reserve Rate Cut

Implications and Reassurances The Federal Reserve’s decision to cut interest rates by 50 basis points has sent ripples thorugh financial markets. While this move is ...
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Quarterly Comments August 2024

Very few things are certain in life, but the markets seem to be quite sure the Federal Reserve will begin to lower its Fed Funds ...
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Kick-start Your Child’s Financial Journey

Summer break is here, and many young people will be working at a summer job or internship. Earning a paycheck is exciting and a great ...
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