Fitch Downgrades U.S. Debt – Does it Matter?

On August 1, Fitch, a credit ratings agency, downgraded the U.S. debt from AAA (the highest rating) to AA+. Does it matter?

2nd Quarter 2023 Market and Economic Presentation (Video)

Join our Chief Investment Officer, Mike Minter, as he provides commentary and analysis on the markets and economy for the 2nd quarter of 2023.

Smart Credit Card Strategies for 2023

Here are some smart credit card strategies to help you pay down your debt and start taking control of your financial future.

The Fed Hope of a Soft Landing

The Fed's challenge since they began raising rates in March 2022 has been to strike a balance between beating inflation and preventing a recession, i.e., achieving a so-called "soft landing."

Equity Compensation Foundations

Equity compensation is an attractive benefit that many companies offer to their employees. It can be a valuable way to reward and motivate employees by giving them a share of the company’s ownership.

How’s the Economy?

Big question: how’s the economy doing so far in 2023? With the year more than half over and markets on a spree, it's an important question to consider.

Why College Planning Is a Core Part of Any Financial Plan

Celebrating as a family member graduates high school and attends college is a joyous event and the culmination of years of hard work.

Harry Markowitz – The Architect of Modern Investing

Harry Markowitz, the pioneer and father of Modern Portfolio Theory, passed away on June 22 at the age of 95.

7 Market Insights for the Second Half of 2023

Major stock market indices made significant gains in the first half of 2023 due to slowing Fed rate hikes and a strong rally in tech stocks.

Are You Prepared For An Estate Tax Sunset?

Although 2026 is a few years away, one question you may want to start considering now is - are you prepared for an estate tax sunset?

529 vs. Other College Savings Programs

In this article we discuss 529s and other college savings programs. What education savings programs are right for you?

Mid-Year Financial Check-In: Are You On Track?

Now is a great time to slow down and take stock of your entire financial picture and how it’s lining up with your year-end goals.

Can You Pass This Basic Social Security Quiz?

Social Security is a different experience for every American, but certain things are universal. How would you do on a social security quiz?

The 4% Rule: A Good Starting Point for Retirement

In simple terms, the 4% rule attempts to answer the question "how much can I withdraw from my portfolio each year over the course of my retirement?"

4 Reasons to Choose Fee-Only Investment Management

Are you looking for an investment management approach that is transparent, personalized, cost-effective, and has your best interests in mind?

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