AI Investments & Landscape: Wading Through the Hype
Ryan Richardson, CFP®, ChFC®, Senior Wealth Management Advisor | Sally Eisenberg Operations & Client Service Advisor | Thursday, August 8, 2024
Over the past few years Artificial Intelligence (AI) has become a hot topic commanding the world’s attention. Although the field of AI research began in the 1950s, many consider us to be in an AI renaissance. The excitement around AI has ignited a gold rush mentality, driving unprecedented levels of investment into the AI sector. […]
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Expanding Horizons: The Benefits of Adding International Equities to Your Portfolio
Brent Armstrong, CFP® Wealth Management Advisor, Partner | Marty Rascon, Wealth Management Associate | Thursday, July 11, 2024
We’ve all heard the old cliché “Don’t put all your eggs in one basket,” and that couldn’t be more evident than in the realm of investing. In the field of investing, putting all your eggs in one basket is often referred to as “portfolio concentration,” and can be a very risky investment strategy that can […]
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Nurturing the Nest Egg
Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Andrea Taylor, CPA, MSA Wealth Management Advisor | Thursday, June 13, 2024
In the journey toward financial security, the intersection of saving and spending plays a pivotal role- irrespective of income or assets. This blog post delves into the significance of a well-structured budget and offers key insights for those saving for retirement or already retired. It emphasizes the crucial steps individuals should take to secure their […]
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The Historical Impact of Elections on Markets
Stone Churby, M.S. | Marty Rascon | Thursday, May 9, 2024
As the United States draws closer to the presidential election in November and the end of the current election cycle, many individuals may have questions and concerns about the intersection of financial markets and politics. However, when it comes to markets and your portfolio, how much impact do elections really have? In this blog post, […]
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Financial Planning Strategies for Women to Consider Over Five Life Phases
Brooke Boone Kelly, CFP®, MACC Wealth Management Advisor, Partner | Andrea Taylor, CPA, MSA Wealth Management Advisor | Thursday, April 11, 2024
In our 30-year firm history and experience working with clients, every person has unique planning opportunities to explore and consider throughout their lifespan. As a female-founded and majority owned firm, women have organically become a growing client group we service. In this blog post, we outline various investment and financial planning opportunities for women to […]
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