5 Steps to Take Control of the College Planning Process
For most families, planning and paying for college is one of the most complex and emotionally fraught financial decisions they will ever make.
Impact of the Silicon Valley Bank Failure
* Silicon Valley Bank experienced a classic run on deposits from their start-up tech company client base. * Consensus is this not another 2008-type financial crisis. * Fear will likely remain elevated in the short-run especially for other regional banks. * We are going to continue to monitor to manage risk and look for opportunities.
What’s happening around the office-Sofia does Iceland in a weekend
Surrounded by the otherworldly landscapes created through fire and ice, I was reminded of the value of stepping outside of the familiar life we live day to day.
Monthly Market Commentary-February 2023
Rising rates have investors jumping around as bond yields compete with stocks for investor money.
What's Happening With Markets
January-at-a-Glance... Amid inflation, investor sentiment starting to believe in no-economic-recession scenario
Financial Planning in 2023
People often see their financial plans as fixed in stone, when in reality, every good financial plan must be dynamic to allow for course adjustments as your personal goals change and as things around us change.