Options for Unspent 529 Plan Funds
As spring graduation dates rapidly approach and graduates head off to college in the coming months, it is an opportune time to review the 529 college savings plan .....
Creating a Picture for Retirement
While I have many more years to work, I am closer to retirement than further away from it. I have been fascinated to learn friends’ and clients’ choices for their retirement ....
Is it Time to be Fearful?
As investment (and behavioral) managers we often talk about not letting emotions dictate our clients’ investment decisions. Emotions often lead investors to either ....
2024 - That Was Fast!
I think this new year came so fast that I not only got backed up on writing this commentary, but also, thankfully, did not seem to have time to make New Year’s resolutions .....
Grandma Built Her Fortune in the Market (to the tune of Grandma Got Run Over by a Reindeer)
Grandma built her fortune in the market, Explaining her success on Christmas eve, You can say there are quicker ways to riches, But as for me and Grandpa, we believe.....
Lifestyle Creep
In the pursuit of a comfortable and fulfilling life, many individuals find themselves succumbing to a subtle but insidious phenomenon known as lifestyle creep. ...
