Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

What is the Safe Harbor Tax Rule?

With the year halfway over, your time to ensure your 2025 taxes are paid is growing

Happy Independence Day

Today we celebrate freedom, independence, and the values that built this beautiful country. As wealth advisors,

Why Insurance Is an Essential Component of a Comprehens …

When most people think about financial planning, they often focus on budgeting, saving, investing, and planning

Not Everyone Needs a Financial Advisor

Here’s my HOT TAKE for the day, I don’t think that everyone needs a financial advisor.

Striking a Balance Between Emotions and Financial Decis …

We often tell ourselves that we make financial decisions based on logic, numbers, and careful planning.

Understanding the Difference Between Risk Tolerance and …

Many people confuse risk tolerance with risk capacity, but these terms represent two distinct parts of

Should You Be Investing in a Roth or Traditional IRA?

When it comes to planning for retirement, one of the most common questions people face is

The “One Big Beautiful Bill Act”: The New Tax Propo …

As a new presidential administration takes shape in 2025, the House of Representatives has introduced its

Morgan Wallen Proves Diversification is Your Friend

Love him or hate him, Morgan Wallen is a beast of an artist. He just dropped

Start Early: Why Investing Young Pays Off

Young professionals have one major advantage in building wealth: time. Starting to invest early creates long-term