Posts by emily
What Does a Balanced Portfolio Look Like?Â
Written By: Dan Moylan The 60/40 portfolio has been suggested by financial advisors for decades and recognized as a simple strategy to have the balance most investors seek. This strategy…
Read MoreInterest Rates Remain Steady – For Now
Written By: Anna Carlson Quarterly economic projections show a majority of Fed officials who participated expect rates to fall to just 5.1 percent by the end of 2024. Policymakers say…
Read MoreInheritance Planning
Written By: Alex Hammersley, CPA Inheritance planning is a critical aspect of financial planning that often gets overlooked. As a financial advisor, I see many families and individuals struggle with…
Read MoreFamily Caregiving
Written By: Marissa Waldron, CFP® Family caregiving is a significant concern for many people due to the emotional, financial, and time demands it places on individuals. The statistics provided highlight…
Read MoreCelebrate Your Financial Independence This July 4th
Written By: Susannah Orzolek For many of us, retirement represents the ultimate freedom: the ability to do what you want, when you want, for as long as you can. It’s…
Read MoreA Mid-Year Checklist
Written By: Carl Carlson As we rapidly approach the middle of the year, I think it’s a great time to slow down for a weekend, grab a couple beers, a…
Read MoreUnderstanding Supplemental Health Insurance to Medicare
Written By: Alex Hammersley, CPA As we journey through life, one thing becomes abundantly clear – health is wealth. However, the complexities of healthcare systems often leave individuals perplexed and…
Read MoreThe Federal Reserve Decides to Keep Interest Rates High – Are You Taking Advantage?
Written By: Ryan Rinehart On Wednesday, the Federal Reserve (the Fed) decided to hold interest rates steady at about 5.3%, a level we have not seen in two decades. This…
Read MoreLife Insurance as a Planning Tool
Written By: Marissa Waldron, CFP® May 2 is National Life Insurance Day, being that it was the first day life insurance became available in the US (in the 1760s!). Now…
Read More$34,667,768,388,524 & Counting….
Written By: Anna Carlson Something’s gotta give with our national debt. Bloomberg recently conducted a million simulations on the US debt outlook, and 88% of them show our current borrowing…
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