by Montgomery Gossen | Jul 6, 2023 | Blog
Earlier this year, the Social Security Board of Trustees released their annual report on the solvency of Social Security benefits. Over several years, the Board of Trustees has continued to report on funding issues for fulfilling long-term benefits. Unfortunately,...
by Montgomery Gossen | Apr 17, 2023 | Blog
From time to time, we get calls from clients asking about trusts and if they should be incorporated into a financial plan. While these vehicles can be a sophisticated tool for transferring assets, they can come with high costs and added complexity. To help determine...
by Montgomery Gossen | Aug 15, 2022 | Blog
It is both easy and convenient to ignore the harsh truth of mortality. While we try to focus on the good things in life and living in the present, acknowledging the inevitable throws a silencing wrench into our plans. It cuts things short, causes disruptions, and...
by Montgomery Gossen | Jul 6, 2022 | Blog
Through June 28th, the S&P 500 Index has tallied a -20% return over 68 negative trading days this year1. With each additional negative day in the markets, investor confidence continues to erode. As the emotional toll builds, it reaches a terminal velocity where...
by Montgomery Gossen | Mar 4, 2022 | Blog
As we cross into the second week of the Russian invasion of Ukraine, investor willpower is being put to the test. On top of the war, investors are combatting inflation concerns and impending interest rate hikes that have initiated selloffs across multiple financial...
