Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Roth vs. Traditional 401(k): Which Retirement Account Is Right for You?

When it comes to saving for retirement, one of the biggest decisions you’ll make is whether

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 Comprehensive Financial Plan

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 Decisions

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

Understanding the Difference Between Risk Tolerance and Risk Capacity

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 Proposal for 2025

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