Aug 8, 2025 | Student Loans, Weekly Financial Thought
Blog “Repayment Assistance Plan; what you need to know” The student loan journey is often a long and winding road, and for millions of Americans, it’s a road filled with financial uncertainty. The weight of monthly payments can feel crushing, especially...
Jul 18, 2025 | Behavioral Finance, Congress, Financial Planning, Retirement, Social Security, Weekly Financial Thought
Blog “Navigating Your Financial Landscape: Key Updates from the “Big Beautiful Bill” The recently passed “Big Beautiful Bill” (BBBP), signed into law on July 4, 2025, includes several provisions that are relevant for a wide range of individuals...
Jun 27, 2025 | Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “Mirror Image Quarters and Iran” Maybe it goes without saying, but 2025 has not been short of news headlines and we are just coming up to the halfway point in the year! Interestingly the entire 2020’s decade so far has been quite a volatile one. Up to this...
Jun 13, 2025 | Behavioral Finance, Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “You Can’t Put a Price On Mental Freedom” We typically don’t recommend individual stock holdings for customers. While we will keep some holdings if the client is adamant about a specific company, we believe in a more passive and diversified equity...
May 16, 2025 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Weekly Financial Thought
Blog “The Boring Advice Proves Itself Again” 2025 has certainly been a roller coaster ride for stocks. Just over a month ago the S&P 500 was down over 15% for the year, and now, as I write this on May 13th, the S&P 500 has gained 18.3% since April 8th....
May 9, 2025 | Housing, Issues that effect todays Market, Weekly Financial Thought
Blog “The Housing Issue for Younger Americans” For many of our clients, housing and the growth of their primary residence (and potentially investment properties) was a large contributor to their overall financial success. Yes, we all know that interest rates...
