This year, the longest day is June 20th. Each year on The Longest Day—also known as the Summer Solstice—people around the world come together to fight the darkness of Alzheimer’s. It’s a powerful reminder that even on the longest day of the year, when the…
As the election season approaches, many individuals are wondering how the outcome might influence the financial markets. Here’s what you need to know to navigate these uncertain waters and make informed decisions for your portfolio. 1. Market Volatility and Uncertainty Elections often bring uncertainty, which…
We are thrilled to share our recent Meet the Professional’s Q&A session.
Let’s Talk About Some of The Advantages and Disadvantages of AI. We’re sure you’ve been hearing all about AI lately, and we thought it could be beneficial to talk through some of the benefits- and disadvantages we see with Artificial Intelligence as it’s become available…
Given the media surrounding the SVB collapse, it’s natural to wonder how protected your money actually is within a bank. It’s important to be aware of your rights and how these institutions can keep your money safe. There are several organizations that have been set…
“My Retirement is just as busy as when I was a consultant”- Bill Price The best part of our job is watching our clients create the life they worked so hard to achieve. We recently had the pleasure of speaking with our client Bill Price…
If you’ve been reading our newsletter over the past few years, then you’re most likely familiar with the theme of this month’s letter. Gratitude. A simple word. One that we are all very familiar with and have even gone so far as to dedicate an…
With October being National financial planning month, we thought now was a better time than any to discuss just how crucial a financial plan is to your financial and personal goals. That said, it’s also the beginning of the year’s final quarter, and the end…
How to Navigate the Age of Internet Scams and Identity Theft Protecting your money and identity has come a long way since the days when you bought groceries with a check that had your name, birthdate, Social Security number, and address printed on it. But,…
Remembering Memorial Day Many of us look forward to Memorial Day as we look forward to any other Holiday. It often means a day off of work, barbecue cookouts, family and friend events, traveling, and the start of good weather for the summer months. But…