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
July 13, 2022
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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
June 7, 2022
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Monthly Minute
Monthly Minute – May 2022
Valuing Time and Money Which is more valuable? I don’t think there is a simple answer to this question. If you ask a person in
May 17, 2022
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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
April 11, 2022
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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
March 9, 2022
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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.
February 16, 2022
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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
January 11, 2022
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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.
November 24, 2021
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Monthly Minute
Monthly Minute – October 2021
Qualified Charitable Distributions Nobody likes paying taxes. At least I haven’t met anyone who does. There is a rule that the IRS has in place
October 28, 2021
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Newsletter
October 2021 Newsletter
Generosity – A Tribute to My Papa What is Generosity? The University of Notre Dame’s “Science of Generosity Project” defines generosity as: “the virtue of
October 6, 2021
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