“A Trend is a trend. But the question is, will it bend? Will it alter its course through some unforeseen force and come to a premature end?” -Alexander Cairncross[1]

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Posted on January 7th, 2022

2021 Post Covid Trend Continues: Inflation, Blistering Stock Prices, Bonds Hurt As is usually the case, the headlines of a year that are memorable are […]

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Build Back Better Act Delayed

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Posted on January 3rd, 2022

The Build Back Better Act passed in the House in November. The $1.75 trillion social spending bill would advance key parts of President Joe Biden’s […]

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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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October 2021 Market Review

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Posted on November 15th, 2021

After September’s retreat, stocks surged in October as the S&P 500 recorded its best month of the year as corporate earnings showed strength and congressional […]

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$1.2T Infrastructure Bill passes while the Build Back Better Act still hangs on the line

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Posted on November 8th, 2021

The Infrastructure Bill passed in the House late Friday, and is expected to go to President Biden to be signed into law. The Infrastructure bill, […]

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Third Quarter Market Review

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Posted on October 12th, 2021

Broad markets have enjoyed a buoyant 2021, with bonds being the only major segment of the market to show a loss. The buoyancy, however, did […]

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Is a High-Deductible Health Plan Right for You?

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Posted on September 29th, 2021

In 2020, 31% of U.S. workers with employer-sponsored health insurance had a high-deductible health plan (HDHP), up from 24% in 2015.1 These plans are also […]

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Following the Inflation Debate

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Posted on September 29th, 2021

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer […]

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