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

Each year, around 86 percent of college students obtain some form of financial aid. 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.

3 Myths About Bonds in a Rising Rate Environment

From our friends at Visual Capitalist - here is a great infographic illustrating three pervasive myths about bonds in a rising rate environment.

Medicare’s Premiums and Important Dates

The Centers for Medicare & Medicaid Services (CMS) have released the Medicare Part A and Part B premiums, deductibles, and coinsurance amounts.

Some Positives in an Otherwise Negative Loop

The market can’t catch a break, and there's not much good news to be reported these days. And honestly, it may get much worse before it gets better.

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.

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.

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.

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.

‘Don’t Stop ‘Til You Get Enough’ Estate Planning

With more than 400 million records sold, 15 Grammys won, and instantly recognizable by billions of fans worldwide, Michael Jackson was a pop culture icon.

Patience: The Most Important Investing Principle

For investors, the temptation to focus on short-term trading at the expense of long-term investing is a powerful one.

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