Blog

Timing the Market VS Time in the Market
Monthly Minute

Monthly Minute – September 2022

Timing the Market VS. Time in the Market This month we wrap up our quarterly discussion by contrasting two very different approaches to investing; timing

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Monthly Minute

Monthly Minute – August 2022

How are Your Investments Taxed? Ever wonder what role taxes play in your investing? Do you know how the accounts you’re investing in are taxed?

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July 2022 Newsletter
Newsletter

July 2022 Newsletter

You Better Behave! As we head into the third quarter of 2022, the stock market continues to frustrate many. The S&P 500 officially hit bear

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Monthly Minute

Monthly Minute – June 2022

Give, Serve, and Be Happy This month we continue our discussion around money, time, and happiness. Is there a way to spend your money and

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Q2 2022 Newsletter
Newsletter

APRIL 2022 NEWSLETTER

Can Money Make You Happy? The Parable of the Mexican Fisherman Have you ever heard this parable? It’s a striking display of two completely different

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Tax Season
Monthly Minute

Monthly Minute – March 2022

Maximize 2021 Contributions As we are approaching Tax Day (April 18th), many people find themselves scrambling to get everything ready for their CPA.  Some have

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Investment Assessment
Monthly Minute

Monthly Minute – February 2022

Investment Assessment Successful investing, in our opinion, is done with a long-term focus. We know there are many ways people choose to invest their money.

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January 2022 Newsletter
Newsletter

January 2022 Newsletter

Blending Hope & Reality Happy New Year! First of all, Happy New Year to everyone! I hope you had a great break and you were

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ThanksGIVING
Monthly Minute

Monthly Minute – November 2021

thanksGIVING This month we continue our discussion on year-end tax planning. With Thanksgiving coming up, we thought we’d dive into giving a little bit more. 

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