What’s in an Index?
As much as I try to avoid the noise and focus on what matters to our clients and the investments we hold, I still find myself getting frustrated when I see the financial (and many other) news outlets reporting on
You Are My Sunshine – My Only Sunshine
Happy Summer Solstice! I just returned from a wonderful week at Lake Michigan with my family. I love them dearly and a great way to look after them is to make sure I have beneficiaries named on my accounts. Beneficiary designations
Bright Sunshine Day
Are solar panels worth it? This week’s blog features a client request on how to calculate if it’s a wise decision to have solar panels installed at your home. Most of us are aware of the great benefits of having
Capital Gains – Wallstreet Weight Lifting
If something you own goes up in value and you sell it, then you’ve made a profit. That profit is called a capital gain, and a capital gains tax is the tax you may owe on that profit. This tax
Tax Time?
As the calendar turns to 2022, many people immediately start to think about filing taxes. While it’s generally a good thing to avoid procrastination (which I try to tell myself all the time!), you must wait for a) the IRS
New Year, New Financial You?
It’s all fun and games while the eggnog is flowing and the tinsel is still hung, but the post-holiday spending hangover can mean bad news for your financial situation if you don’t make adjustments in the new year. If the
5 Reasons You Need a Health Savings Account
Imagine for a second that you had a little financial fairy godmother sitting on your shoulder, promising to save you money on your healthcare expenses and help lower your taxes all while helping you invest for retirement. It would seem
Why Is Taking Financial Risk Important?
No matter where you are on your financial journey, controlling your finances is one of the most important things you can do for your future. While it’s challenging to break the cycle of living paycheck-to-paycheck or find money to invest
Asset Classes
What is an asset class? An asset class is a group of similar kinds of investments. It’s a generalization, not a detailed description, and can help you understand and manage your investments at a high level. The four main asset
Emergency Fund 101
LIFE HAPPENS. Unfortunately, things can (and will) happen that seem to derail your plans or force you to hit the “reset button” when you least expect. While we certainly wouldn’t wish some of life’s unpredictable events on anyone, we know