Posts by emily

Written By: Anna Carlson What are your top three investment goals? How do you think your goals could change after doing one simple exercise? Any of us can answer that…

Written By: Anna Carlson Last year, Americans made individual charitable contributions of more than $319 billion. As Warren Buffett says, in general we’re a “generous society.” If your financial plan…

Written By: Marissa Waldron, CFP®  We’re well into the fourth quarter of 2023, so it’s time to start looking ahead to the year 2024. The Social Security Administration (SSA) recently…

Written By: Anna Carlson Earlier this month, a last-minute spending bill was sent to the President’s desk just hours before the federal shutdown deadline. The temporary measure allows the government…

Written By: A. Suzanne Robertson, CFP® After dinner presentations, I like to circulate around the room to answer any questions guests might have.  Sometimes, if I finish my presentation early…

Written By: Shawn Perkins, CFP®, AWMA As financial advisors, we have many responsibilities when it comes to providing quality service to clients.  Cash flow management, tax planning, distribution strategy, investment…

Written By: Anna Carlson “There is a whole new kind of life ahead, full of experiences just waiting to happen. Some call it ‘retirement.’ I call it ‘bliss.’”  –  Betty…

Written By:  Ryan Rinehart 2023 has been a great year for the stock market so far. The S&P 500 is up just over 15% YTD while the Nasdaq is up…

Written By:  Matt Jaskolka Fitch, along with Moody’s and Standard & Poor’s, are credit rating agencies that rate the viability of investments relative to the likelihood of default. Last week,…

Written By:  A. Suzanne Robertson, CFP® My post on 6/30/2023 (here) discussed the importance of having a will and how a well-written trust can supplement your will to help protect…