Blog
IPOs in the News: What You Need to Know
With a well-known aerospace company recently making its public market debut, IPOs have been getting a lot of attention lately. It felt like a good moment to share some perspective on how the IPO process actually works, because there...
Read MoreThe Retirement Conversation Couples Keep Avoiding
As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...
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Making Sense of Markets: Inflation and IPOs
I wanted to share some perspectives on current developments driving markets and what they mean for your portfolio, since there are many moving parts. Overall, the stock market has performed well, reaching new all-time highs, with...
Read MoreWhat Would You Do With a Windfall?
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation...
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Fed Leaders
It has been a positive year so far for investors, so I wanted to share thoughts on the Federal Reserve and how it affects markets. The goal is to help you understand the role of the Fed, where monetary policy may go from here, and the...
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Half of Parents Are Still Funding Their Adult Kids: Here's What It's Costing Them
Why Does Graduation Matter to Parents' Finances? Graduation season is one of the most emotionally charged times of the year for families. But beneath the caps, gowns, and celebrations, something happens financially that often goes...
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Portfolio Lessons During Strong Market Conditions
Financial markets have had a positive, yet eventful year so far, so I wanted to take a moment to share some perspective on what it means for your long-term financial plan. Many asset classes have performed well, despite a turbulent...
Read MoreContinuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...
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New All-Time Highs: Perspectives on the Market Recovery
It has been an eventful period for financial markets and geopolitics, so I want to take a moment to share some perspective on what it means for your long-term financial plan.In good news, the stock market has reached several new...
Read MoreWhen Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...
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Global Portfolio Perspectives on the Dollar, Gold, and International Stocks
Global events have been at the center of financial market activity, with high oil prices, geopolitics, and new tariff rules capturing investor attention. Behind many of these trends, however, is the level of the U.S. dollar. While...
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What does the ceasefire in Iran mean for investors?
As you may have seen in the news, a two-week ceasefire was recently announced between the U.S. and Iran, with a key focus on reopening the Strait of Hormuz, a critical waterway for global oil supply. This is an important development...
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How has the war in Iran affected the economy?
The main way that geopolitics affects consumers and businesses is via the energy market. For instance, gasoline and diesel are key inputs for transportation, manufacturing, and everyday consumer spending, so price swings can ripple...
Read MoreTeaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...
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Market Pullbacks and Achieving Portfolio Balance
As we look at markets and the economy, our goal is always to provide perspective. News headlines on Iran, oil prices, and stock market swings can send mixed messages, so we want to make sure you're informed on what matters most to your...
Read MoreHelping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...
Read MoreThree Numbers Every Woman Should Know
Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...
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