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Past Commentary & Articles

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.

Article
September 18, 2025
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Being an executor is a difficult and time-consuming task, which is why it’s important to make the process as easy as possible for the loved ones you leave behind. Preparing in advance not only helps you ensure the best outcome, but it also helps your executor feel confident that they’re acting in accordance with your wishes.

Article
September 17, 2025
Medicare

If you’re approaching age 65 or are already enrolled in Medicare, you may find the program’s coverage options and costs confusing. Medicare is a federal health insurance program divided into four parts, each with its own coverage options and costs. Understanding what each part covers and when you can enroll in the program is crucial to ensure you have appropriate coverage for your health care needs.

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