Author: Sarah Irving

Rules of thumb, they exist for every facet of our lives and can be helpful as benchmarks.  But how accurate and applicable are they actually? Recently I read about the 5-2-1-0 rule of thumb for kids — 5 servings of fruits and vegetables a day, no more than 2 hours of screen time daily, at […]

After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable to pay its bills as soon as June 1. There’s nothing like an impending deadline to force action. Source: https://www.visualcapitalist.com/rise-of-americas-debt-ceiling/ What is

Happy belated Mother’s Day to all the moms and mother figures out there! Our weekend was filled with gardening, making homemade pizzas, and I was surprised with breakfast in bed which happened to be a pancake in the shape of my head.  Nothing says “I love you Mom” like having your children coach you on

Hoping that all our clients and readers are enjoying this glorious weather and you aren’t stuck inside finishing your taxes!  Just a friendly reminder that Tuesday April 18th is the filing date and you have up until the deadline to contribute to IRAs, Roths, HSAs, and SEPs (unless you file an extension) to count

Hidden Easter Eggs in Your Finances Growing up, Easter meant driving up to my grandparents’ house in New Hampshire where the adults would place colorful plastic eggs all over property for the kids’ Easter egg hunt. As my elder cousins assumed the egg hiding responsibilities, they found craftier hiding places and

The dreaded “R” word is frequenting headlines and the minds of investors as the uncertainty of a “hard” or “soft” landing comes to the fore front. The “R” word being recession, a word that brings uncomfortable flashbacks to almost anyone and stirs up an instinctual fight or flight response. And it’s

I will be honest, I was a little hesitant to address this topic due to its political nature, but given how frequently this topic has been addressed in recent client meetings and the future effects it could potentially have on the markets; it feels important to touch on in this week’s blog.  On January 19th

Happy New Year to all our readers and clients! Ahh the one time of year in every 12 month rotation in which almost every human resolves to do something different / better for the sake of a fresh start in a the new year ….“New Year, New Me!”. Despite the best of intentions, we all […]

The week between Christmas and New Years is always a bit of a strange feeling.  Christmas decorations are still up as a reminder of the joyful season, families begin to disperse and head their separate ways, the most motivated start to plan their resolutions, and we all feel a little full and sluggish from enjoying