Insights & Thoughts
Before You Dive In: Preparing for a Confident Retirement
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...
When Cash Paid – and Why It Usually Doesn’t
Lately, money market funds have been a great place to park cash temporarily. However, with the Fed easing rates, money market yields have started to...
Economic Tug of War
The fourth quarter ended 2025 much as the year began—with competing forces pulling markets in different directions. Fresh drama arrived via the...
New Beginnings: A Fresh Start to Financial Confidence
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...
Gift Wrapped Generosity: Ways to Give This Year
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...
Post Secure Act Inherited IRA RMD Rules – Clear as Mud
Have you ever heard of Rube Goldberg machines? Rube Goldberg was a cartoonist known for drawing overly complex machines that performed simple tasks...
All the World’s a Stage…
Shakespeare wrote: “All the world’s a stage, And men and women are merely players; They have their exits and their entrances; And one man in his...
How the “One Big Beautiful Bill” Could Affect You
On July 4th, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. Think of it as a complex sequel to the 2017 Tax Cuts and Jobs...
Whiplash
What a difference a few short months can make. Last quarter, we were lamenting the sharp stock market selloff triggered by the administration’s...
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