by George W. Holland, IV | Apr 5, 2023 | Blog
While younger generations have been caring for their elders since the beginning of time, today’s concept of Elder Care is much different. Without going into an extensive analysis, we can recognize that advances in technology and healthcare have led to healthier...
by Joseph "Bo" Billeaud | Mar 9, 2023 | Blog
Before there was an internet, 24/7 financial news coverage, or personal computers that allowed you to day trade like a big shot, there was Wall Street Week with Louis Rukeyser. It was must-see TV. Wall Street Week with Louis Rukeyser debuted in 1971 and ran...
by Leslie Campora | Feb 24, 2023 | Blog
Whether you’re dreaming of your first home, a beachside vacation property, or looking forward to downsizing an empty nest, the idea of owning a property is exciting! And it’s the smart thing to do. Right? The answer is maybe. While it’s easy to see renting as...
by Erin Despot McMenemon, CFA® | Feb 7, 2023 | Blog
Let’s talk about money—it’s not just valuable, but it has a place for everyone in their daily lives. And on top of that—NOT having money discussions can be detrimental to your wealth. Money has historically been an off-limit topic for families, even to the point of...
by George W. Holland, IV | Jan 30, 2023 | Blog
Investing is not the same as gambling. In response to recent questions of “when will our portfolios recover?”, we most often say, or convey, that we are confident it will happen, we just don’t know when. From whence does this confidence come? Our Confidence Comes...
by Jonas Lowery, CFP® | Jan 12, 2023 | Blog
In 2019, Congress passed the SECURE – “Setting Every Community Up for Retirement” – Act, which most notably moved the Required Minimum Distribution (RMD) age from 70 ½ to 72 and eliminated what was known as the “stretch IRA” provision, replacing it with a 10-year...
