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Thought Leadership By Our Team

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Cash Is Not Trash Anymore

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.

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Give the Gift of Education With 529 Plan Contributions

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.

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How Money Problems Can Affect Relationships

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.

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