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The S&P 500 fell 1.6% last week, and volatility ramped up over fears that AI stocks are in a bubble and valuations overall are stretched. The good news is we continue to think earnings are justifying this bull market. But pockets of technology could be a tad frothy, and a pause and a bi …

Here Comes the Best Month (and Best Six Months) of the Year “A body at rest stays at rest, and a body in motion stays in motion unless acted upon by an external force.” Sir Isaac Newton, First Law of Motion  The incredible rally continues, justified by some spectacular earnings result …

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.

Published by Christina Hester Snyder, Associate Partner and Wealth Advisor   For many people, managing their finances is stressful and overwhelming, which often leads to procrastination or avoidance of financial decisions or organization.

Published by Daniel Morrison, Founding Partner and Wealth Advisor   Imagine this: you are nearing retirement and worried about whether your savings will last through your golden years.

Published by Daniel Morrison, Founding Partner and Wealth Advisor   It happens to the best of us. We go on a vacation to the beach or the mountains and dream about what it would be like to have our own little place to retreat to whenever we want. But before you start searching Zillow a …

Published by Christina Hester Snyder, Associate Partner and Wealth Advisor   When thinking about retirement planning, it is easy to get lost in investment math. Percentages, rates, yields, earnings, and returns are words you hear again and again until they lose all meaning.

Published by Daniel Morrison, Wealth Advisor Imagine this: you’ve just retired after a fulfilling career and are enjoying the fruits of your labor. You’ve built up a nest egg and have no doubt it will get you through retirement. Fast-forward a handful of years. You’re looking at your accoun …