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The Latest From Our Blog

Perspectives & Industry Updates

Financial Planning Note of the Week Thumbnail

Financial Planning Note of the Week

With the possibility of recession increasing, clients with financial plans that call for major home improvements, major discretionary purchases (vacation home, new car, etc.) or other purchases that are not immediately necessary, should be warned of the potential for recession.

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Weekly Market Update 5/16/22 Thumbnail

Weekly Market Update 5/16/22

Another wild week for equities as investors are at a capitulation moment with the Federal Reserve. The Dow was down 1.89% last week, while the S&P 500 lost 2.05%, the Nasdaq was down by 3.17%...

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What is Cryptocurrency? Thumbnail

What is Cryptocurrency?

The terms “Bitcoin, Ethereum, XRP, NFTs, and Doge” are being used a lot lately. These are, of course, all examples of “cryptocurrency” (or “crypto” as it’s casually known). You’ve, no doubt, been asked by multiple clients what the heck “a crypto” is; some wondering if they should dip their toe and others wanting nothing to do with it. Either way, we believe it’s still important to have a basic understanding of what crypto...

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