Thought Leadership By Our Team

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

With significant stock market volatility since the beginning of the year, the Federal Reserve continuing to raise interest rates to quell inflation, the war in Europe dragging on, and the mid-term elections occurring next month, it makes a lot of sense to keep a portion of your investment portfolio in cash until markets settle down.

A 529 plan is a tax-advantaged investment account originally designed to help families pay for college. The earlier you start saving, the greater you will benefit from tax-free compounding. Withdrawals from these plans are tax-free as long as the funds are spent toward qualified education expenses.

There are so many great books about modern-day investing, but what about those on the history of the market? This article highlights seven books from which you can learn a lot about the history of money and..

When considering the use of a mortgage versus payment of cash for a new home, it can be important to understand the arbitrage between the interest rate you will pay to borrow the money, and a conservative estimated rate of return for your investable assets.

You cannot turn on a television, open a newspaper, or attend a social gathering without hearing about Bitcoin or cryptocurrency these days. What was an arcane concept a few years ago, is now gaining wider acceptance.

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest - inflation.

You are the engine for your life. If you don't take care of the engine—and keep it fueled—it will not serve you well. Self-care is what helps...

These are very unusual times for parents of college-bound young adults. Parents and students are being faced with challenging decisions...

Running out of things to do with the kids? We gathered up a few ideas for you!

Are you letting financial woes impact your marriage or partnership? If so, there are steps you can take to reduce the amount of stress taking a toll on your relationship. When you understand how money problems can affect partnerships, you’re better prepared to prevent that from happening in your own marriage.

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What's holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.

If you have children or grandchildren you can start providing them with a little something for their future by drafting your last will & testament today.