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What to Do When You Receive a Sudden Windfall: How to Make Smart, Lasting Choices
An inheritance. A legal settlement. A big bonus. A property sale. There are many ways a sudden influx of money can arrive in your life—and...
Bye Bye and Buy Bonds
“Bye Bye and Buy Bonds” was a sign often used by Bob Hope during World War II. It was a promotion to buy U.S. Savings bonds to help fund...
Legacy and the Elves
It’s that time again! The holidays …. The most wonderful time of the year. A time for holiday parties, family gatherings, gift giving, and...
Magnificent Munis
The fixed income market is in transition as we are on the eve of the Federal Open Market Committee’s (FOMC) September meeting where it is...
Covering Your Bases
Ahhh, spring! A time when the world seems to start anew. Trees are budding, flowers are blooming, animals are building little nests for...
Rates Rise, Values Fall – Where are we now?
Following the 2022 market, when nothing seemed to work and equities and fixed income moved in the same direction – DOWN - I read with...
Having It All: How to Achieve Your Financial & Career Goals
Did you know that in the early 1900s, only six percent of married women worked outside of the home? It wasn’t until the First World War...
Align Your Leadership Style With Your Values
When you hear the word "values," you probably think of some personal examples, such as discipline or perseverance. Go one step further and...
Fun Financial Literacy Games for the Whole Family
With summer in full swing, you are most likely spending quality time with your family. While taking advantage of this time together,...
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