Video Highlights
- Educating clients on their financial matters is foundational to our firm
- The Association of Financial Educators, or "AFE", gives
Video Highlights
- Reason for long-term optimism and short-term caution
- The long-term trend remains intact and sloping upward, but we could see a
Nobel Prize-winning psychologist Daniel Kahneman demonstrated this with his loss aversion theory, showing that people feel the pain of losing money more than
For young families, the immediate cost of raising a child can be testing financially. Just when you thought you were in the clear from student loan repayments
Has a dog or cat grabbed hold of your heart? It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
By Matt Ahrens, CIMA® and Scott Schaeffer
Qualified Charitable Distributions
A Qualified Charitable Distribution, or “QCD” is a direct transfer of funds
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available. While planned giving
By Tony Moeller, CPA
Historically, November has been one of the best months for stocks and begins the major averages’ best half-year (November through April)
