Archive for February 2023

Written By: Marissa Waldron, CFP® It’s hard to believe it’s been over five years since the Tax Cuts and Jobs Act (TCJA) took effect, which means we only have three…

Written By: A. Suzanne Robertson, CFP® The markets wreaked havoc on even the best strategized portfolios last year.  Coupled with inflation running amok for so long, it’s no small wonder…