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Past Commentary & Articles

Article
July 20, 2023
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The looming recession has been “six months away” for the last 18 months. Yet the data (for the most part) continues to indicate a strong – yet slowing – economy, confounding many who expected the aggressive rate hiking cycle to break the economy and lead to a significant spike in unemployment.

Article
July 12, 2023
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Major life events, such as the loss of a spouse, retirement, or divorce, can significantly impact your financial well-being. But these changes don’t have to derail your plans. With the right support, you can transform challenges into opportunities for growth.

Article
July 10, 2023
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Through the power of compounding, a small amount of money can grow over time into a substantial sum. Compounding and time are an investor’s best friend. The younger you start investing, the more you will benefit from compound interest.

Wise Women
July 6, 2023
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Last Friday’s Supreme Court ruling on student loan forgiveness affected more than 45 million borrowers with upwards of $1.6 trillion in federal student loan debt. But some borrowers who work with financial advisors may be better prepared to restart loan payments later this year.

Article
July 1, 2023
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We’ve all heard the saying “cash is king,” but what does that mean? Readily available cash provides a sense of empowerment to move freely and act quickly when opportunities arise.

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