Last week our team had the opportunity to attend Raymond James’ national conference in Nashville, Tennessee. Due to COVID, this was the first time in three years that we were able to meet in person, … [Read more...]
Timely Topic – Bracing for the Roller Coaster
The market so far in 2022 looks vastly different than the 18-month run which began in late March 2020. The increase in volatility likely has you paying more attention to the headlines and your … [Read more...]
Timely Topic – Are you using a Health Savings Account (HSA) Effectively
There has been a recent surge in the popularity of Health Savings Accounts (HSA) correlating with the rise in number of high-deductible health plans. When talking to clients and colleagues, I often … [Read more...]
Timely Topic – Inflation is Here. How Should I Respond?
The talking heads can’t stop talking about it: Inflation. While much of what the “news” says is exaggerated, lacking context, and meant to keep you coming back for more, there is no denying we are … [Read more...]
Timely Topic – A Quick Investment Lesson from 2020
Covid-19 and fears about the election, among other events of 2020, disrupted the U.S. economy and brought the longest bull market run in history to an end. If the volatility driven by continued … [Read more...]
Timely Topic – Help us Protect Your Data in 2021
As if we needed more negative news in 2020, recent FireEye and SolarWinds cybersecurity attacks targeting the U.S. government and Fortune 500 companies are garnering significant media attention. … [Read more...]
Timely Topic – When Should I Refinance?
There seems to be constantly swirling information on when to refinance a home mortgage. Amid the volatility and craziness of 2020 came a significant drop in mortgage rates, leading to an up-tick in … [Read more...]
Timely Topic – SEC Regulation Best Interest: Important Disclosure Documents
SEC Regulation Best Interest: Important Disclosure Documents The Securities and Exchange Commission (SEC) recently adopted new regulations, including Regulation Best Interest, which we … [Read more...]
Timely Topic – 10 Things You Should Know About Recessions
A recession is defined as “a period of temporary economic decline during which trade and industrial activity are reduced, generally by a fall in GDP in two successive quarters.” The recent estimate … [Read more...]
Timely Topic – College Refund and 529 Impact
What Should You Do with That Refund You Receive from Your Child’s College? While the severe volatility of the stock market has calmed thus far in April, we know that COVID-19 has created adjustments … [Read more...]