Earlier this year, we sent you our annual Key Financial Data card to help you stay current on tax limits, retirement thresholds, and other important planning numbers. Normally, that card remains unchanged for the full year—but there is always the chance of mid-year...

Congratulations you've worked hard to get to where you are in your career! Now, let’s make sure you're getting the most out of everything you're putting in. After working with dentists for over 20 years, we’ve seen how impactful it is when their personal financial...

Happy July! We are now in the second half of 2025. Q2 2025 investment markets, overall, have performed positively with the exception of small company stocks. (See far right “YTD” Column). Q2 quarter’s performance was led by international developed market stocks (DM...

"Courage is not the absence of fear , but the capacity to act despite our fears." ~ John McCain We will be closed tomorrow, July 4, 2025. We hope everyone has a safe and happy holiday weekend. We look forward to serving you when we return! Schedule a Meeting

Knowing that Amazon’s Prime Day(s) starts Tuesday, July 8th and runs through Friday the 11th, I’d thought we’d give you some money saving ideas that we use. Use Rakuten to get money back on your purchases. To date, I have gotten over $1,700 back from purchases. Just...

Planning doesn't just have to be about retirement. There are many big events that require planned saving. The earlier you start planning, the easier they are to manage. You might be wondering...besides retirement, what should I be saving for? Education: kids or...

Officials at the world’s major central banks — chiefly, the U.S. Federal Reserve and the European Central Bank — are watching closely as these events unfold. The ECB has already started cutting rates, and many investors believe the Fed will too, as tariffs threaten...

2025 has been a turbulent year for investors. While the S&P 500 is currently up 0.21%, the year began with significant market volatility. It’s yet another reminder of why having a long term investment plan matters. STAY INVESTED Smart investing can overcome the...

Investors may be experiencing déjà vu as tariffs make headlines. The first Trump administration’s tariffs on China sparked a trade war that whipsawed markets and dominated the news, much like now. How did markets respond? Volatility rose in 2018, driven by the trade...

I’ve been blessed to provide investment advice for over 20 years. I’ve learned a few things along the way that can help you become a better investor. Sometimes the best investment action is no action. Many times, like the great tech bust of 2000, the Great...