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Past Commentary & Articles

Article
September 25, 2025
financial legacy, affluent families, tax law changes, Iowa City, Columbia, SC, Vienna, VA

Families in Columbia, South Carolina, often face the challenge of balancing multiple financial priorities. Between saving for college, planning for retirement, and preparing to transfer wealth, it can be difficult to know where to focus first. Each goal is important, but pursuing them can be easier with coordination and professional guidance.  Working with a family […]

Article
September 25, 2025
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Just like a routine health check, regularly reviewing your estate plan helps ensure it reflects your current life and wishes. Major life events and legal changes can impact your plan, making periodic updates essential to protect your loved ones and legacy.

Wise Women
September 24, 2025
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When working with your child to find the right college, it’s crucial to evaluate the cost as you would an investment. The cost of college can be substantial, and having a significant amount of debt can negatively impact your – or your child’s – financial future.

Article
September 19, 2025
Federal Reserve rate cut

The Fed’s September 0.25% rate cut marks its first since 2024, aiming to balance slowing job growth with inflation risks. Explore what this means for markets, why diversification matters, and how investors can stay disciplined amid uncertainty.

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