Missions

Consequences of Tariffs and Trade Wars

Wars—including trade wars—can sometimes have unexpected, unwanted consequences that we only find out about after they occur.

Briefings - The Economy

Monthly Economic Update – November 2024

Stocks posted strong gains for November, which saw the S&P and the Dow have their best months of the year.

Briefings - Markets

Market Correction Explained

Market volatility has increased over the last few weeks which could be attributed to several different themes, let's dive in to explore what may be problematic in the markets.

Retirement

The SECURE Act – Confusing

The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.

Insurance

How Large is Your Umbrella?

Serious accidents don't happen very often, but when they do, the impact can be devastating.

Taxes

Consequences of Tariffs and Trade Wars

Wars—including trade wars—can sometimes have unexpected, unwanted consequences that we only find out about after they occur.

College Planning

New Options For College Savings

Starting in 2024, extra funds in a 529 plan can be rolled over to a Roth IRA for the same beneficiary.

Estate Planning

Key Estate Planning Documents

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning…

Elder Care Planning

Eliminate The Pitfalls of LTC

An important part of any retirement strategy involves accounting for potential long-term care (LTC) expenses, which can be surprisingly high.

Investing

Sage Investment Quotes to Ponder

Here are eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for your own investing strategy.

Basic Training

Insurance Part 1 – Basic Training

In this Basic Training series we look at some of the important types of insurance.

Financial Planning

Simple Steps to Start the New Year Right

It is November already and as the year comes to an end, it’s important to make sure your finances are in good shape. This will help you start the new…