Thought Leadership By Our Team

The major indexes continued the October rally in the first half of November until Thanksgiving when we got news of the Omicron COVID-

With all of the supply chain worries, we're here to help you get a jump start on your holiday shopping. If you are stumped on what to get your ..

For nearly a year, congress has debated various proposals and “frameworks” as they relate to changes in federal taxes, estate and gift tax

Whether you are watching the stock market news or tracking your missing package, you are probably frustrated with issues tied to supply-chains.

The major indexes returned to their upward trajectory after a pause in September. Fresh new highs were hit for most major U.S. indices at month

Divorce can be a lengthy process that may strain your finances and leave you feeling emotionally drained and overwhelmed. But with the right preparation, you can ....

The process of estate planning can be time consuming and intimidating, forcing you to confront potentially uncomfortable issues and your own mortality. When you have completed this process ...

The major indices finished the month of September on a tumultuous note, pulling back from all-time highs. After seven months of positive returns....its

We finally have a blueprint from Congress demonstrating how they plan to pay for the proposed $3.5 trillion infrastructure bill. The House bill is larger than the $1.0 trillion Senate bill, and includes human infrastructure components such as....

In 2003, health savings accounts (HSAs) were established as a way for people to save tax-free money for qualified medical expenses. An HSA is a benefit available to individuals who have

The broad market finished its seventh straight positive monthly return in a row. Much of that rise came from genuine excitement of stronger than expected earnings growth. The corporate earnings picture was quite robust with companies

Many parents have now said “goodbye” to their young adult children heading off to college this fall. They’re likely feeling a mix of emotions, including just plain exhaustion from the process and continued worries about COVID-19

The broad market notched another positive leg up in July with most major indices up for the month. As the equity market saw the treasury bond yield curve flatten, the financial sector took a breather, but the lower yield ..

Most of us want to view our parents as healthy, strong and everlasting. As they age, it is inevitable that they will eventually require some form of senior living care to meet their changing needs. The best decisions are rarely made in an emergency situation..

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.