Here’s What We Think

When kids start earning money, especially from summer jobs, it’s a huge opportunity. Not just to build savings, but to build financial clarity and habits that can last a lifetime.

There’s something comforting about cash. Seeing a healthy balance in your checking or savings account can bring a real sense of stability. It’s accessible, predictable, and doesn’t come with the ups and downs of the market.

Another Forecast event is in the books. Despite the weather, we had an attendance of 231 people for a nice dinner and a presentation on the markets, economy, financial planning and our investment strategies.

Want to find out about one of the most underutilized retirement vehicles in the financial planning industry? Check out this article where we tell you everything you need to know about Solo 401k’s.

Life has a way of reminding us what really matters—and sometimes it does so in the most difficult ways.

The outcome of a U.S. presidential election can influence various sectors of the economy, creating opportunities and risks for investors. This guide provides an overview of potential market impacts based on whether a Republican or Democrat candidate wins, helping you understand key investment themes and sector trends. By understanding these, you can engage in more informed discussions with your advisor about how the election may affect your portfolio.