The Blog

Weekly insights on the markets, economy, and financial planning

The Great Resignation: By the Numbers

The Great Resignation: By the Numbers

Last year, the U.S. Bureau of Labor Statistics announced that 4.5 million Americans, or 3% of the entire workforce, quit their jobs in November of 2021.

Hidden Risk in Cash

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.

Charitable Giving Strategies

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.

What the Spike in Energy Means for You

What the Spike in Energy Means for You

While the humanitarian impact of Russia’s invasion of Ukraine is the top concern, investors also continue to face a challenging market environment as the conflict intensifies.

What a Hawkish Fed Means for You

What a Hawkish Fed Means for You

Stocks have fallen to start the year as the prospect of a more hawkish Fed weighs on the market – tech stocks have been hit hardest.

Early Retirement Plan Rollovers

Early Retirement Plan Rollovers

You may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working. Let’s look at how these rollovers can happen and if they may apply to you.

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