by Erin Despot McMenemon, CFA® | Jun 16, 2025 | Blog
After years of helping families grow, protect, and eventually pass down their wealth, here’s a secret that won’t show up on any balance sheet or net worth summary: the families who do it best? They talk. Not just about dollars and portfolios, but about values, goals,...
by George W. Holland, IV | May 19, 2025 | Blog
“I’ve been meaning to do that!” Most of us focus too little on how our financial and healthcare decisions will be handled in the case of our incapacity, as well as on how our estate will be handled after our passing. Why is this? Procrastination: Basic human behavior...
by Kaleb Price, CFP®, CPA | Mar 31, 2025 | Blog
With tax season in full swing for CPAs, the numbers can become jumbled, social interaction few and far between, and little to no time for additional questions you may have outside of your tax return. Over the years, I’ve noticed clients tend to have a lot of the same...
by Montgomery Gossen | Feb 26, 2025 | Blog
2025 has kicked off with higher investor uncertainty. A couple of key points to prepare. Annually, we update our History Revisited blog, highlighting economic and financial market events that put pressure on investor discipline despite having temporary and minimal...
by Montgomery Gossen | Feb 7, 2025 | Blog
On January 5, President Joe Biden signed the Social Security Fairness Act, repealing the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) for Social Security benefits. These conditions reduced (if not eliminated) the ability to receive Social...
by Joseph "Bo" Billeaud | Jan 20, 2025 | Blog, Bo's Corner
Academics define risk as “portfolio volatility”, which they call “beta”. They do that because they are, well, academics. By equating volatility to risk, they can assign Greek letters to their arithmetic, and write lots of academic papers on the subject. ...
