Posts by emily

Markets hit their highs for the year in January and struggled to regain momentum over the next 12 months. What’s in store for investors in the new year — and…

Written By: Marissa Waldron, CFP® Here we are again … another new year. With 2022 in the rearview mirror, millions of Americans are setting their resolutions for 2023, and financial…

Written By: A. Suzanne Robertson, CFP® The phone rings.  Caller ID says it’s the local police.  Concerned, you answer.  On the line is a voice claiming to be with the…

Written By: A. Suzanne Robertson, CFP® Today is the last business day of 2022. You’ve survived Thanksgiving, Christmas, Hanukkah, and Boxing Day and you’re going through your end-of-year check list. …

Written By: Ryan Rinehart, Financial Advisor As 2022 comes to an end, it’s time to start planning for 2023. If you’re someone that’s retired or approaching retirement you’ve probably learned…

Written By: Matt Jaskolka, Financial Advisor “Do I have enough saved?”  “Will Social Security still be around for me to collect?”  “How will taxes affect me?”  “Will I be able…

Written By: Anna Carlson, Financial Advisor The growth of the U.S. economy beat expectations in the third quarter of 2022, with the GDP rate rising by an annualized rate of…

Written By: Alex Hammersley, Financial Advisor With Black Friday and the Christmas season among us, consumers might wonder how inflation has affected consumer discretionary items like toys, clothes, electronics, etc.…

Written By: Shawn Perkins, CFP®, AWMA® Last weekend, my wife and a few family members completed a half marathon here in Richmond (congratulations if you were one of the runners,…

Written By: Matt Jaskolka, Financial Advisor Welcome back. If you missed last week’s blog, I encourage you to take a peek here. Today, we will continue that conversation and explore…