What’s on our mind? Read about it here in our blog. Check in regularly for timely content and information related to the financial world.  Have a burning question or blog topic suggestion?  Let us know!  We’re glad to have you reading along.

Monday, May 13, 2024

Many have been waiting for the Fed to lower interest rates for a while now. It seems they took an indirect approach to easing monetary policy, and if you weren't following closely, you may have missed it. Read on to learn more.

Tuesday, April 2, 2024

Here's my forecast: cloudy with a chance of market volatility. The Federal Reserve seems to have primed the markets for lower interest rates but has yet to provide many details. Trying to make sense of things can be tricky so reach out.

Monday, March 11, 2024

Medicare plays a critical role in your healthcare coverage in retirement. Haven't enrolled yet? The deadline is March 31st so there's still time. To enroll or reach out with questions head to

Monday, February 26, 2024

What happened to the recession? For almost two years now, signs have pointed to a recession and yet the economy continues to hum along. Inverted yield curves have signaled every recession since 1976, but this time seems different.

Tuesday, November 7, 2023

Many college applications may have been submitted, but what does that mean for your finances? Take a closer look at what to expect for college expenses and let's make a plan to prepare accordingly.

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Tuesday, September 19, 2023

The expression, "It's a headline risk for the markets" simply refers to the fact that an unsettling news event - unexpected or anticipated - can add volatility to the financial markets. Be prepared as Congress works to pass a new budget.

Wednesday, August 30, 2023

"Recession" sure seemed to be the buzz word coming in to 2023 but here we are close to September and so far, no recession. It actually appears that the economy is slipping into an expansion instead. Read on for more details.

Wednesday, July 19, 2023

Core CPI, which excludes volatile food and energy prices, rose just 0.16 percent for the month of June, the lowest reading in more than two years and a significant downside break. Read on to see a few of the reasons this is important.

Thursday, May 18, 2023

"Wall Street climbs a wall of worry" is a saying for a reason. It seems investors have shifted their focus from inflation to Washington's budget negotiations and how the debt ceiling will be resolved. Read on to learn more.

Thursday, March 23, 2023

Many investors are tempted to react in the wake of the Silicon Valley Bank and Signature Bank's financial troubles. Keep in mind that we crafted your investment strategy thoughtfully for you regardless of what the markets do daily.

Thursday, February 2, 2023

It seems that, like so many of us, America's corporate leaders are preparing for the worst but hoping for the best when it comes to making decisions that impact the bottom line.

Tuesday, January 10, 2023

The IRS has released new retirement contribution limits for 2023. After months of high inflation and financial uncertainly in 2022, some of these cost-of-living-based adjustments have reached near-record level. Read on for the highlights.

Thursday, November 10, 2022

Rising interest rates seem to be a hot topic and it's certainly obvious why. Keep in mind that short-term economic uncertainty is worth long-term price stability and that's the Fed's ultimate goal.

Monday, October 24, 2022

Everywhere you turn, there's another story about inflation. Despite the fact that inflation has hit our favorite Halloween confections as well, it seems that consumers are still feeling optimistic. Read on to learn more.

Monday, September 26, 2022

There is a lot of chatter about whether or not we consider our economy to be in a recession. Either way, it's not unprecedented. It's a good time to stay focused on your long term financial goals and not worry about what you can't change.

Monday, August 29, 2022

Curious about the Inflation Reduction Act that was recently signed? A $430 billion dollar package is obviously more complex than a simple blog can explain but read on to learn more about a few key areas that may benefit you.

Wednesday, August 10, 2022

Now that we're over halfway through 2022, it's a great time to consider what the rest of this year may hold. Whether you're contemplating vacation plans or other large expenditures, we're here to help you navigate these tricky decisions.

Thursday, July 21, 2022

It just might be time to switch from defense to offense even with the continued market downturn. Read on to learn about 3 maneuvers you may want to consider while we wait out this bearish market season.

Wednesday, June 22, 2022

Summer is officially here! While it's certainly a great time for beach vacations and fun with family and friends, it's also the perfect time for a mid-year reflection regarding your financial goals. Take a look at this summer checklist!

Wednesday, June 8, 2022

Do today's markets have you feeling uncertain? We are certainly living through unusual times but we are are here to help keep things in perspective.

Friday, May 20, 2022

Considering a career change or even contemplating changing your retirement plans? You're not alone. Read on to learn more and let us know if you'd like to discuss your options.

Wednesday, May 4, 2022

Inflation and interest rates...topics on everyone's minds recently. Read on to learn more about what's going on and keep in mind that your overall strategy considers that there will be transition periods in the economy.

Wednesday, April 20, 2022

The word recession is a scary one and it's been hitting headlines more often recently. Is it cause for alarm or just click-bait? What does it mean for your investment strategy?

Wednesday, March 23, 2022

Talking about bacon is always can even illustrate a topic that has been in the financial media a lot lately- inflation. Read more about the hot topic and how it impacts your savings and plans for the future.

Wednesday, March 9, 2022

Take a deep breath. Historically, the stock market has taken geopolitical events in stride. Check out this cliff notes history of stock market downturns as well as the potential opportunities in front of us.