Blog

financial wellness

While it’s true that money isn’t everything, it also must be said that money has an impact on most if not all other aspects of our life. Financial well-being has measurable effects on our mental and physical health, relationships, professional health, and ability to relax. Toward that end, it’s vital…

inflation

2020 was a tumultuous year for both the global and the US economy, and that tumult left many investors and consumers hoping for better, smoother days ahead. Now that we’re well into 2021 both temporally and financially, it would seem that things are improving. Jobless claims are down, job creation…

bitcoin

Bitcoin’s been in the news for years, and with good reason. Over the course of its existence thus far, Bitcoin–alongside other cryptocurrencies–has forced us all to re-examine our investing strategies, our approach to money and markets, and even our fundamental understanding of what a currency is. Despite all the media…

mortgage-payment

A home loan is the biggest financial liability most Americans ever assume, and paying off a mortgage is a long-term goal for many of us. The question then arises as to whether or not you should pay off your mortgage early. This is a fairly complex question, both due to…

Capital Gains

There are many popular myths and misconceptions around capital gains taxes. Most of these are centered on when the taxes in question apply and how they affect a given investment or asset, and as a result, a misunderstanding of capital gains taxes can be quite costly indeed. While capital gains…

SEC

We’re humbled by the trust our clients place in us and we do our best to honor that trust by treating them like family, getting to know their unique needs and goals, and working with them closely to get them to where they need to be. While we are guided…