As you've likely seen in the headlines, we're experiencing significant market volatility, with the largest sell-off since the COVID-19 pandemic of 2020. First and foremost, I want to assure you: This is why we plan the way we do. What's Happening in the Markets The markets are responding to several factors: The recent tariff announcements from the Trump administration Ongoing … [Read more...] about A Perspective on Recent Market Volatility
Blogs
Tariffs, Inflation, Market Volatility – Oh My!
As we move through the first quarter of 2025, we’ve had several clients, colleagues, and friends reach out with questions about recent market movements and the impact of tariff discussions on their personal financial plan. We'd like to address your most common questions and provide some perspective on what this means for your financial plan. Understanding Tariffs With all the talk of tariffs in … [Read more...] about Tariffs, Inflation, Market Volatility – Oh My!
5 Big Lessons Popular Personal Finance Advice Gets Wrong
Every day, you’re inundated with information. From social media to texts, phone calls, emails, and news alerts—it’s incredible how much information we process regularly. So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. After all, plenty of people are making a living sharing financial advice online (we refer to … [Read more...] about 5 Big Lessons Popular Personal Finance Advice Gets Wrong
The One (Easy) Trick to Resetting Your Finances in the New Year
This season, you may feel overwhelmed with articles and content online about how to level up your finances in the new year – they’re everywhere! Everyone rattles off ideas about different resolutions you can set, how to automate your way to your goals, or different “hacks” to help you double the size of your bank account and retire by 45. Sound familiar? Here’s the good news: If you’ve been … [Read more...] about The One (Easy) Trick to Resetting Your Finances in the New Year
What’s Your Family Approach to Charitable Giving? Year-End Ideas & Insights
As the holiday season approaches, many of us are not only gearing up for festive celebrations but also considering ways to give back to our communities. Charitable giving is a big part of many family financial plans, and when done effectively, it can also allow you to make strategic tax moves at the end of the year. In this blog post, we'll explore how to decide how much (and when) you should … [Read more...] about What’s Your Family Approach to Charitable Giving? Year-End Ideas & Insights
Retire Early, Live Slow: Navigating the Transition to a Leisurely Lifestyle
The traditional view of what retirement should be is quickly fading in the rearview mirror as Gen X and Baby Boomers are flipping the script on what your post-career lifestyle can look like. An increasing percentage of pre-retirees are now planning to retire early (at age 62 or earlier), and it’s becoming more common to see people opting for an alternate lifestyle once they do take the retirement … [Read more...] about Retire Early, Live Slow: Navigating the Transition to a Leisurely Lifestyle