Keeping you informed

Our financial needs have life cycles, just like most things. We want to work with your busy schedule while keeping your financial wellness a top priority.

Looking ahead in 2021, we’ve recently developed our investment thesis for the year. After each spending numerous hours in Zoom meetings, watching webinars, and reading reports by market and economic analysts, we are still bullish that the markets will produce a positive return this year. We see opportunities in international equities and emerging markets as vaccinations increase across the globe. We still see growth in US equities, although different sectors may outperform the previous leaders of the pack. In the near term, an additional economic stimulus package will give another shot in the arm (pun intended), to the US economy as we recover from lockdowns and look forward to reopening.

After the wedding, you and your new spouse are officially partners in all aspects of life, including finances. Take the time to openly and honestly discuss your current financial situation and future goals as husband and wife.

Purchasing a new home is exciting - and expensive. Besides the mortgage, prepare yourself to pay these 10 hidden costs.

By taking time to educate yourself on investment principles and start building your portfolio early in adulthood, you may increase your chance of long-term success. In general, the earlier you start saving, the better - but here are some basics to consider.

During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than you need to by keeping these 4 tips in mind throughout the year.