by Jenny Thompson | May 5, 2026 | Quarterly Commentary
The first few months of 2026 didn’t unfold the way many expected. Markets tend to like predictability, but in reality, surprises are common. Periods like this are a good reminder of an important principle: stick with a well-thought-out financial plan, especially when...
by Jenny Thompson | Mar 2, 2026 | Financial Planning
I can hear my mom saying it now: “Don’t ever dive into a body of water if you can’t see the bottom.” She was right—ignoring that advice can have real consequences. Before diving, you assess the water: Is it clear or murky? Shallow or deep? Are there hidden obstacles...
by Jenny Thompson | Jan 21, 2026 | Quarterly Commentary
The fourth quarter ended 2025 much as the year began—with competing forces pulling markets in different directions. Fresh drama arrived via the longest government shutdown in history and a tech sector sell-off amid AI bubble fears. Yet when the dust settled, equity...
by Jenny Thompson | Jan 5, 2026 | Financial Planning
A new year is a new beginning. Sure, we get a fresh start every morning, but January feels different—it carries that sense of possibility and momentum that makes us want to do things differently. You’ve probably heard plenty about new year’s resolutions...
by Jenny Thompson | Dec 1, 2025 | Financial Planning, Tax Planning
As we head into the holidays, many people start thinking not only about gifts for loved ones, but also about supporting the charities they care about. With new tax rules taking effect in 2026, this is a good time to revisit your giving strategy—especially if you...
