Our Financial Planning Process

Our Financial Planning Process

One way to grasp the importance of financial planning is to think about the process of building a home. The construction process requires carefully crafted blueprints and design, professional tradesmen, materials, permits, and lots of time. The backsplash, faucets,...
Secure Act 2020

Secure Act 2020

Secure Act signed into law The Setting Every Community Up for Retirement Enhancement Act, also known as the Secure Act, was signed into law by the president on December 20 this year. In general, we find the majority of the changes to be positive, as the intent of this...
Deja Vu All over Again

Deja Vu All over Again

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived...