When I was a young boy, August was the third month of summer. Although I am a fan of the current school calendars having fall and spring breaks, I sometimes find myself reminiscing about August […]
Running our government is a very complicated process. There are always groups tugging and pulling on the time and efforts of our elected officials. When our personal point of view is different than those doing […]
As summer approaches, you’re welcomed with a vast array of options for how to spend your summer days. While the summer season is filled with joy, laughter, and sunshine it can also be a costly […]
Our office has been fielding a fair number of calls regarding the Silicon Valley Bank failure. With the amount of recent public discourse about this matter, I thought it might be a decent topic for […]
If you are saving for retirement, bless you! If you are not, you need to start. The United States Government just gave us more opportunities to save for retirement by enacting the SECURE Act 2.0. […]
‘Tis the season. Most folks think about their charitable giving at the end of the year. Thanksgiving and Christmas holiday seasons give us a bit of a nudge in the direction of gratitude and thankfulness. […]
My grandmother used to say, “The reason we as humans can’t fully understand the beauty and wonder of Heaven is that God has placed us all in the Garden of Eden – here on Earth. […]
In February 2018, the Financial Industry Regulatory Authority (FINRA), one of the chief regulators of financial advisors and investment professionals, enacted a rule that has been wonderful for clients and the firms themselves. The “Trusted […]
These three questions tend to come up more often during periods of stock market volatility, like during this time of market volatility. The first few months of 2022 have certainly been volatile in the financial markets. Ongoing […]
Happy New Year! For many of us, the end of the year brings a hectic rush. It’s difficult to take the time to reflect back over the previous year and also to look forward to […]
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