More Than Your Fair Share “Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.” Gregory v. Helvering, 293 U.S, 465 (1935), a landmark decision … Continue reading “Financial Focus | Spring 2022”

Investing during market volatility can be like driving during a winter storm. Your best plan of action is to focus on what you can control and keep progressing towards your destination. And as the markets have turned a little blustery so far this year, you might think of your financial plan as the GPS system … Continue reading “Keep Your Eyes on The Road”

In the past 2 years, we spent more time at home – and only at home – than we’d ever anticipated. Now that both the pandemic and our collective cabin fever are starting to decline, many folks are reflecting on what lockdowns taught them about their houses and contemplating upgrades. But remodeling isn’t always the … Continue reading “Could a Home Remodel Increase Your ROL?”

A Resolution and a Gift! Let’s face it-chances are the ambitious New Year’s resolution(s) you made or will make are already ignored, forgotten, or pushed off to some future date. And maybe you had no good ideas for a holiday gift for your loved ones and ended up with a gift card or something from … Continue reading “Financial Focus | Winter 2021”

Three Things Anyone Can Do to Plug Financial Leaks There’s no shortage of financial advice to be found on the internet, social media, the 24-hour news cycle, and even from your friends and family. We’re bombarded with new opportunities to save, invest, and yes, even lose money. Surrounded by all the noise, a lot of … Continue reading “Financial Focus | Fall 2021”

Are You Saving Too Much? You’ve been advised to save, save, save for as long as you can remember, and you’ve done a great job of saving diligently thus far. But now someone (me) comes along and questions if you are saving too much? How is this possible, when Fidelity recommends having at least 10 … Continue reading “Financial Focus | Summer 2021”

Add a Ritual to Your Charitable Giving When it comes to charitable giving, the exact amount of money we give does not necessarily define how meaningful it feels. However, the rituals we create around our giving can make a big difference. If you do (or will start doing) most of your giving once a year, … Continue reading “Financial Focus | Spring 2021”

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. The year … Continue reading “Fourth Quarter 2020 | Quarterly Market Review”

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. CONTINUE READING

As we enter into a new year, we wanted to provide our perspective on a few current topics and reminders for your financial life for you to think about over the coming months. We will see a new administration in 2021 and in light of this transition there will inevitably be many changes coming that … Continue reading “The New Year and Your Financial Life”