When Two Goals Collide: Balancing College and Retirement Preparations

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Posted on February 14th, 2022

You’ve been doing the right thing financially for many years, saving for your child’s education and your own retirement. Yet now, as both goals loom […]

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Smoothing Market Ups and Downs

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Posted on February 14th, 2022

After the wild ride of 2020, the U.S. stock market was relatively calm in 2021, but there was still plenty of volatility. There were 55 […]

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January 2022

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Posted on January 27th, 2022

2021 Market Market Reviewfrom Clint Edgington, CFA As is usually the case, the headlines of a year that are memorable are generally negative.  2021 will likely […]

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Are You a HENRY? Consider These Wealth-Building Strategies

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Posted on December 20th, 2021

HENRY is a catchy acronym for “high earner, not rich yet.” It describes a demographic made up of young and often highly educated professionals with […]

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Building Blocks for Financing College with Less Debt

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Posted on December 17th, 2021

Financing a college education with the least amount of debt involves putting together a variety of resources in the most favorable way for your family. […]

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P/E Ratios Offer Multiple Perspectives on Value

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Posted on November 30th, 2021

Many factors go into decisions on buying or selling shares of a particular stock, but the price/earnings (P/E) ratio can be a helpful starting point […]

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Charitable Giving Can Be a Family Affair

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Posted on November 30th, 2021

As families grow in size and overall wealth, a desire to “give back” often becomes a priority. Cultivating philanthropic values can help foster responsibility and […]

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401(k) and IRA: A Combined Savings Strategy

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Posted on November 30th, 2021

Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost […]

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Is Your Business Eligible for the Research and Development Tax Credit?

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Posted on October 28th, 2021

Has your business encountered and solved technological challenges in recent years? Maybe you invested in software development, re-engineered manufacturing processes, or performed laboratory testing. If […]

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Year-End 2021 Tax Tips

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Posted on October 28th, 2021

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer Income to Next Year Consider opportunities […]

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