All Thoughts

Beyond the Buzz: Understanding Private Equity Investments

By Erin Despot McMenemon, CFA®

From time to time, we have clients that are interested in learning about private equity. Although these avenues don't align with our investment strategy (for reasons we'll discuss below), we acknowledge the curiosity and...

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Is the Stock Market Too High?

By Montgomery Gossen

In less than three months, the S&P 500 has broken through five market high milestones on five separate occasions1. As prices continue to climb, investors have become concerned that the stock market is too expensive.  As of...

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2024 Retirement Plan Contribution Limits

By Kaleb Price, CFP®, CPA

As the 2023 tax season kicks into top gear, have you started thinking about 2024 yet? While most tax planning is accomplished throughout the year, getting a head start can help make 2024 a smooth ride. If you traditionally max...

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What Entity Choice is Right for Me?

By Kaleb Price, CFP®, CPA

What Entity Choice is Right for Me?  Are you thinking about starting a business and not sure what entity is the right choice for you? If you’ve ever gone on to the secretary of state’s website to create a new entity, the choices...

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Cybersecurity Best Practices

By Lenox Brown

As we reach the end of October, Cybersecurity Awareness Month comes to an end. Cybersecurity Awareness Month was created 20 years ago as a collaborative effort between government and industry to ensure every American has the...

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Advanced Health Care Planning

By George W. Holland, IV

Take control of your health care decisions! With all the advances in medical technology and the many choices that must be made, we should all take the time to put certain documents in place in case we are incapacitated and...

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