If we had felt in control of anything prior to the spring of 2020, the global pandemic loosened our grip—or broke it entirely. We were forced to pivot and adapt to changes to almost every single aspect of our lives, both small and significant. I’m sure most of us (if not all) are tired of […]
Financial Planning Trends & Insights
We’re constantly watching the markets and investment vehicles to serve you best.
Worried About Your Financial Plan? Schedule A Q&A Call Today
Just because 2020 is behind us and COVID-19 restrictions are easing doesn’t mean our worries are over. We’re all still feeling the long-lasting effects of the global pandemic, and although resilient Americans have adjusted and adapted, you’re likely still experiencing above-average levels of stress. From off-and-on quarantines, job and business uncertainty, remaining concern for our […]
How Much Apple Stock Is Safe To Own?
Few could imagine Apple’s wild success before 2001 when it released its iPod. Founded in Steve Jobs’s garage in 1976, Apple has enjoyed exponential growth over the last two decades, releasing a seamless stream of devices to the public that has continued to be instant hits with consumers, including the iPhone, Mac, Apple Watch, and […]
Your 2021 Tax-Preparation Checklist
With everything the past year has thrown at us, the last thing you probably feel like doing is thinking about taxes. But, like it or not, tax season is here, and the better prepared you are, the sooner you can shake off that stress and spend your time doing what you love instead. And since […]
Tax Planning During Market Declines
Market declines are scary. Unfortunately, they’re inevitable, but with the right perspective, you don’t need to fear them. So the next time a market decline occurs, what can you do to lessen the impact on your financial (and mental) well-being? The truth is, the best approach is often to wait out the crisis and give […]
I Now Offer Virtual Meetings!
How often recently have you woken up worried or gone to bed at night with your mind racing? For most of us, our schedules have been turned upside down; we don’t know what’s going to happen with our businesses or jobs; we’re concerned for loved ones; and we’re apprehensive about the markets and the economy. […]
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