by Joseph "Bo" Billeaud | Jul 26, 2023 | Blog
Many of you may know that I finished school with a degree in engineering. Chemical Engineering to be exact. The type of personality that might be attracted to the engineering sciences most often has a data-driven, problem-solving mindset. Overly touchy-feeling...
by Montgomery Gossen | Jul 6, 2023 | Blog
Earlier this year, the Social Security Board of Trustees released their annual report on the solvency of Social Security benefits. Over several years, the Board of Trustees has continued to report on funding issues for fulfilling long-term benefits. Unfortunately,...
by Jonas Lowery, CFP® | Jun 8, 2023 | Blog
Following up on our recent blog – Resolute, Part I – The Stock Market – we now shift our focus to bonds. There’s a tenet of investing known as the Risk/Return Tradeoff. Simply put, the more inherently risky an investment is, the higher the potential return (this is...
by Erin Despot McMenemon, CFA® | May 23, 2023 | Blog
Everybody wants to teach their kids the most important and valuable things in life. Money management is an essential life skill that is important at all ages. Whether you are a child or well into your retirement, there are important money skills that you can develop...
by Jonas Lowery, CFP® | May 9, 2023 | Blog
The turning of the calendar from April to May marks approximately 480 calendar days from the S&P 500’s previous high[i]. During this time, stocks have lived in bear market territory for more than half of those days[ii]. To add insult to injury, bonds suffered a...
by Montgomery Gossen | Apr 17, 2023 | Blog
From time to time, we get calls from clients asking about trusts and if they should be incorporated into a financial plan. While these vehicles can be a sophisticated tool for transferring assets, they can come with high costs and added complexity. To help determine...
