Client Corner

11/04/24

Investing is a massive field, and it connects to many other areas, such as economics, government, politics, international trade, foreign conflicts, currencies, and people’s behavior. Investors often seek help from

07/04/24

Independence Day is one of my favorite holidays. The best holidays bring fellowship, remembrance, teachable moments, joyful events, and spiritual significance. I hope you enjoy this holiday and another Independence

07/05/23

Writing the Independence Day article for you each year is a true joy for me. What brings me more joy is your feedback expressing how much you enjoy these writings.

06/28/22

As we continue to tread in choppy waters, we embrace the concept that lower prices benefit net savers long term. Buying more of something while it’s on sale can be

04/15/22

Inflation is clearly a major problem in our country now. Our current inflation rate is 7.9% compared to 1.81% in 2019. How did we get here a

09/17/21

Over the years I have been writing an Independence Day article to remind us of the sacrifice our founding fathers made. In the article I…

07/07/21

Thomas Jefferson wrote language into the original Declaration of Independence that had to be taken out in order to receive a unanimous vote.

03/22/21

We recently witnessed Tom Brady win his 7th super bowl, furthering the notion that he is the greatest of all time (GOAT) of the NFL. The…

10/01/20

It’s that time again; election time. We’ve received a good deal of questions from families regarding the possible fallout from the upcoming