A Tale of Two Markets

While there is always a bull vs. bear debate in any market environment, the cross-currents in today’s financial markets are fairly stark. Recent stock market action is painting a rosy forward-looking picture, while the action in bond yields is singing a less cheerful tune. So which one is right? That remains one of the difficulties […]
2018 Year End Planning

With the end of 2018 fast approaching, now is a great time to give your finances a review. The following financial planning moves, if appropriate for your circumstances, are items to consider as we wrap up 2018 and look forward toward 2019. Contribute to 529 Plans 529 accounts are very powerful tools for college savings. […]