by mdean | Aug 19, 2024 | Uncategorized
Tax and the Presidential Election As the 2024 presidential election approaches, one thing is clear: whoever takes office will likely face a critical decision regarding significant changes to the tax code set to take effect at the end of 2025. And those changes,...
by Eric Junge | Jul 8, 2024 | Uncategorized
Stocks Plus Cash Does Not Equal Portfolio Diversification While holding a combination of cash and stocks might seem a cautious approach to investing, it falls short of being a truly diversified portfolio. There are several critical reasons why this...
by Eric Junge | Jul 5, 2024 | Uncategorized
Is Now the Right Time to Start or Update My Financial Plan? Creating a financial plan is akin to crafting a roadmap for your financial future, and there’s no time like the present to consider taking this crucial step. The current economic climate,...
by Eric Junge | Jun 26, 2024 | Uncategorized
Navigating the Financial Challenges of Health Care Many of us will eventually find ourselves helping our parents or loved ones navigate their later years. My personal journey in assisting my mother has been a mix of fulfillment and challenges. Over...
by Eric Junge | Jun 21, 2024 | Uncategorized
Understanding the Lag Between Falling Interest Rates and Economic Impact Interest rates are a fundamental tool of monetary policy, controlled by central banks to influence economic activity. When interest rates fall, borrowing costs decrease, theoretically ...
by Eric Junge | Apr 29, 2024 | Uncategorized
Blinded by Equity Performance. Don’t Overlook the Opportunities in Bonds Over the course of the past month, we have conducted meetings with clients to get a better sense of how they are positioned and what concerns they have about the future. One theme...
