The Top Six Inflation Drivers of 2022

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Posted on January 18th, 2023

In June 2022, the 12-month rise in the Consumer Price Index (CPI) peaked at 9.1%, the fastest pace in 40 years, before dropping to 7.7% […]

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January 2023

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Posted on January 18th, 2023

2022 Market Review Inflation : The Trend Continuedfrom Clint Edgington, CFA In our 2021 market review, we discussed the sources of our current inflationary economy and assumed […]

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Three Ways to Help Simplify Your Finances

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Posted on December 21st, 2022

Over time, finances can become complicated, especially when you’re juggling multiple goals and accounts. Simplifying your finances requires a bit of effort up front, but […]

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Three Stretch IRA Alternatives

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Posted on December 2nd, 2022

The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing […]

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When Should Young Adults Start Investing for Retirement?

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Posted on December 2nd, 2022

As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on their minds. Even […]

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November 2022

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Posted on November 4th, 2022

Markets Rebound in Octoberfrom Clint Edgington, CFA After a rough September, markets rebounded in October with the first monthly gain since July. After two quarters of […]

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Is It Time to Buy an Electric Vehicle?

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Posted on October 26th, 2022

Record-breaking fuel prices may have you thinking about buying an electric vehicle sooner rather than later. All electric vehicles (EVs) or plug-in electric vehicles (PEVs), […]

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Donor-Advised Funds Combine Charitable Impact with Tax Benefits

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Posted on October 26th, 2022

A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial institutions, community foundations, universities, and fraternal or religious organizations. Donors who […]

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October 2022

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Posted on October 18th, 2022

Markets Continue Decline in Q3from Clint Edgington, CFA The Fed’s rate increases are not slowing inflation as quickly as hoped. After remaining flat for a few […]

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FAFSA Opens on October 1

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Posted on September 27th, 2022

For those with children attending college next year, the Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opens on October 1, […]

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