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What's On Our Minds




A Comprehensive Guide to Estate Planning Thumbnail

A Comprehensive Guide to Estate Planning

In this post, we'll cover everything you need to know about estate planning, from understanding your assets and key legal documents to the importance of reviewing your estate plan, especially when life throws unexpected curveballs. So, whether you're just beginning to consider your estate plan or you're due for a check-up, you're in the right place. Let's navigate this important aspect of financial wellness together.

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2023 Home Stretch: The Bull/Bear Tug of War Thumbnail

2023 Home Stretch: The Bull/Bear Tug of War

The first ten months of 2023 have been full of mixed signals, to say the least. A surprisingly resilient economy and excitement around emerging AI technologies have some analysts feeling optimistic. Others are concerned that the mounting risks associated with higher interest rates could lead to recession.

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What do Interest Rate Hikes Mean for Me? Thumbnail

What do Interest Rate Hikes Mean for Me?

When the Federal Reserve starts raising interest rates it usually means they’re trying to slow growth of the broader national economy. Each time they raise the interest rate it makes borrowing money more expensive for consumers, whether that’s a person or a firm or corporation. Why would the Federal Reserve ever want to slow down growth? At first blush, it seems counter-intuitive. The answer, in this case, is to combat inflation.

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