by Jonas Lowery, CFP® | Jun 8, 2023 | Blog
Following up on our recent blog – Resolute, Part I – The Stock Market – we now shift our focus to bonds. There’s a tenet of investing known as the Risk/Return Tradeoff. Simply put, the more inherently risky an investment is, the higher the potential return (this is...
by Erin Despot McMenemon, CFA® | May 23, 2023 | Blog
Everybody wants to teach their kids the most important and valuable things in life. Money management is an essential life skill that is important at all ages. Whether you are a child or well into your retirement, there are important money skills that you can develop...
by Jonas Lowery, CFP® | May 9, 2023 | Blog
The turning of the calendar from April to May marks approximately 480 calendar days from the S&P 500’s previous high[i]. During this time, stocks have lived in bear market territory for more than half of those days[ii]. To add insult to injury, bonds suffered a...
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 George W. Holland, IV | Apr 5, 2023 | Blog
While younger generations have been caring for their elders since the beginning of time, today’s concept of Elder Care is much different. Without going into an extensive analysis, we can recognize that advances in technology and healthcare have led to healthier...
by Joseph "Bo" Billeaud | Mar 9, 2023 | Blog
Before there was an internet, 24/7 financial news coverage, or personal computers that allowed you to day trade like a big shot, there was Wall Street Week with Louis Rukeyser. It was must-see TV. Wall Street Week with Louis Rukeyser debuted in 1971 and ran...
