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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
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  • Market Commentary

Market Commentary 09/14/2021

The Markets The Delta variant could take a toll on economic growth. There was some good news last week. The 7-day moving average of COVID-19 …

Market Commentary 09/08/2021

The Markets Stagflation isn’t trending, but it was mentioned in quite a few headlines last week. Stagflation is a portmanteau of ‘stagnation’ and ‘inflation.’ It …

The 2021 Child Tax Credit: An Overview

The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American parents. …

The Unique Advantages of Health Savings Accounts

These tax-advantaged savings accounts can help you cover your health care expenses A health savings account (HSA) is a tax-advantaged savings account that allows individuals …

Market Commentary 08/31/2021

The Markets “Raise your words, not your voice. It is rain that grows flowers, not thunder,” advised the Persian poet Rumi. Last week, Federal Reserve …

Market Commentary 08/24/2021

The Markets Markets were shaken last week by a potent cocktail of central bank tapering and economic growth concerns mixed with coronavirus and a splash …

Market Commentary 08/17/2021

The Markets What is the most important driver of economic growth in the United States? The most common way to measure economic output is Gross …

Market Commentary 08/10/2021

The Markets Are we there yet? For months, investors have wondered when the Federal Reserve (Fed) might begin to “normalize” its policies, a process that …

5 Tips for Reviewing an Early Retirement Offer

You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands you an early retirement offer that could …