January 2024 Market Update

The drama around the timing of the Federal Reserve’s first cuts to the key short-term interest rate continued in last few weeks of the old year and into the first week of the new year.

December 2023 Market Commentary

Stocks and bonds rallied in November, thanks to signs that the Fed may cut rates next year.

Tax Prep versus Tax Planning

For many Americans, the thought of taxes goes hand in hand with mild anxiety. That anxiety can lead people to lump everything tax related into one bucket

November 2023 Market Commentary

The Federal Reserve’s November meeting went as the market expected: no change in rates. What wasn’t expected was the October and early November rollercoaster of bond yields.

Annual Financial Checklist

Use this checklist once a year to help evaluate how your life, priorities, and finances may have shifted. We can use your answers as a jumping off point in our next meeting.

What Is Tax-Loss Harvesting?

We tend to think of losing money on an investment as bad, but capital losses can be useful when it comes to tax planning.

6 ways to think about charitable giving

Build the Best Financial Team

There are many areas of your finances that we can handle, from a holistic financial plan to investment management, tax optimization, and life insurance. But there are some aspects, like contracts, that require outside experts.