Financial Planning

Will an Inheritance Affect a College Student’s Financial Aid?

Each year, around 86 percent of college students obtain some form of financial aid.1 In order to receive financial aid from the government, all students must fill out the Free Application for Federal Student Aid, otherwise known as the FAFSA. Continue reading

Hidden Risk in Cash

With the uncertainty and market swings of the past few years, it’s certainly understandable that some investors would seek the safety of cash. Continue reading

Pain in the Bond Market

The first quarter 2022 market downturn squeezed equity and fixed-income asset classes alike. As investors, we’ve all grown accustomed to pull-backs in stocks, but not like the simultaneous stock and bond drawdowns of the magnitude we just witnessed. Continue reading

Charitable Giving Strategies

The task of being a good steward is always top of mind for me. It’s an honor to have the opportunity to help our clients make good decisions with their money. Continue reading

The “R” Word

There has been a fair amount of talk about a possible recession coming to us in the near future. I want to discuss what that means and also give a bit of historical context so that we understand the recession when a recession actually shows up. Continue reading