Rising Inflation and Interest Rates: What That Means for You

Rising Inflation and Interest Rates: What That Means for You

Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy Mortgage interest rates hit an all-time high earlier this year, and while the numbers have quieted down a bit since then, all signs point to higher interest rates going forward. In fact, the Federal Reserve has already indicated that it plans to do six more interest…

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What To Do and Not To Do During Market Volatility

What To Do and Not To Do During Market Volatility

Written by Caleb Tucker, Director of Portfolio Strategy If you have any amount of money invested or you have been keeping up with the news, you probably get the feeling that markets have become more volatile and less predictable over the last few years. A myriad of factors contributed to this volatility, but the reasons…

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Tax Efficiency: Your Ultimate Guide to Tax Deductions

Tax Efficiency: Your Ultimate Guide to Tax Deductions

Written by: Brian Martin, Wealth Manager Being “tax efficient” looks a little different for everyone. That said, there are always methods to ensure that you save on your taxes and get the most out of available deductions. In essence, being tax efficient simply means that you are aware of tax laws and know how to…

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How Do Charitable Tax Deductions Work?

girl volunteering

Written by: David Elder, Wealth Manager & Partner It is a question that millions of giving Americans ask around tax season. Fortunately, donating to charities and getting a tax write-off for it is not as complicated as it seems. That said, there are a few important rules you should know before filling out your taxes.…

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Financial Planning as a Show of Love

hugging

We are in the season of two “special” days that deal with commitment. One of them, “Ditch New Year’s Resolution Day,” is about breaking a commitment. The other, Valentine’s Day, is about making a commitment to another person, at least in theory. Both can teach us something about commitment, accountability, and love for yourself and…

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Couples and Money: How to Better Your Finances Together

Couple smiling

Written by: David Elder, Wealth Manager & Partner & Jennifer Mann, Relationship Manager & Financial Planning Coordinator It can be a challenge when you have two different lives merging into one. You each may have different morning routines, food preferences, and social habits. However, these differences become much starker when it comes to money. More…

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A Wall Around Your Wealth: The Importance of Asset Protection

hands holding securely

Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak havoc on your financial health and stability. Indeed, you may very well know someone in your life who has been sued. Maybe it was you! That means you’ve got to…

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Making Financial Resolutions For the New Year

Man working from home

Written by: Stephen Frick, Wealth Manager & Partner While making New Year’s resolutions is a fun tradition that comes back around at the end of every calendar year, it’s not always a productive one. In fact, the vast majority of new year goals do not last the entire year, with roughly 80% of Americans failing…

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8 Year-End Financial Planning Tips

financial planning

Decisions are best made with a little time for reflection, good information, and advice from experienced professionals and those with opinions you value. These final weeks of the year are a perfect time to take stock of your financial plan and make adjustments, as necessary, before the rush of the holidays and tax-filing deadlines next…

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