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...
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...
