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Tailwinds to Support the Economy and Equity Markets
With the Fiscal Responsibility Act of 2023 signed into law, the debt ceiling issue has been resolved until early 2025. Within days of the June 5th X date (the date at which the federal debt limit would be exhausted), Congress passed legislation to temporarily suspend...
5 Common Confusions About Wills, Trusts, & Leaving a Legacy
One of the goals of working with a financial advisor is to maximize your time on Earth. But what happens to your assets after you’re gone? Answering tough questions like this is a necessary part of stewardship. A financial advisor is a key resource for understanding...
5 Financial Rules of Thumb: When They Work and When They Don’t
Financial rules of thumb help us make decisions, but if applied too broadly, they may underestimate or overestimate an individual’s needs. Which rules of thumb make sense and which don’t? Here are five examples, all assessed for accuracy: 1. The 100 Rule: Take 100 and...