by Montgomery Gossen | Feb 4, 2022 | Blog
On March 11th, 2021, President Joe Biden signed the American Rescue Plan Act of 2021 into law, which will provide $1.9 trillion of economic stimulus in response to the continued effects of the COVID-19 pandemic. To help digest, below are some of the highlights we...
by Joseph "Bo" Billeaud | Jan 17, 2022 | Blog
The sky is (still) falling! No, really, it is. Just look around. Political discord, Covid, rising inflation, ever growing spending and federal debt levels, geopolitical threats from China and Russia. Did I miss anything? Oh yeah, Islamic Jihad. With all of these...
by Montgomery Gossen | Dec 10, 2021 | Blog
“What can we expect out of the stock market next year?” This question is posed regularly by investors, trying to get an edge on where the stock market might go tomorrow. While most hope this will bring some sense of clarity to an investment strategy, it is merely a...
by Jonas Lowery, CFP® | Nov 23, 2021 | Blog
As we approach Thanksgiving, and as we near the close of another calendar year, it’s a great time to think about how charitable giving might fit into your financial plan. While you might think of charitable planning as something only for the ultra-wealthy, there are...
by Joseph "Bo" Billeaud | Nov 5, 2021 | Blog
Chasing wa·ter·falls | \ ˈwȯ-tər-ˌfȯl (transitive verb) Definition 1 : pursuing an impossible dream Charlie Ellis is an investment consultant, and one of a handful of thinkers who are truly an individual investor’s best friend. The author of “Winning the Losers Game”...
by Montgomery Gossen | Sep 20, 2021 | Blog
Long-Term Care has become a focal point for both pre-retirees and retirees alike as health care costs and longevity continue to rise, presenting a twofold threat to a sound retirement. To help prepare, below is a link to a presentation I had the pleasure of delivering...
