The narrative of the last ninety days or so was very similar to that of the first ninety days of 2024. The Federal Reserve...
2nd Quarter 2024 - Quarterly Market Update
Asset Allocation
by Scott Dolson
July 10, 2024
When it comes to your investments, asset allocation is the foundation upon which long-term...
The Role of Trusts in Achieving Your Legacy Goals
by Landon Buzzerd, CFP®
June 2024
Many people spend a lifetime accumulating investment accounts, real estate, and collectibles. Since...
Legacy Planning: Gifting to Loved Ones and Charitable Organizations
by Scott Dolson
May 20, 2024
The term legacy simply means “a gift by will, especially of money or other...
Inheritance: Discussing Wealth Transfer to the Next Generation
by Kristen Jackson
May 2, 2024
It’s important to take an active approach in discussing wealth transfer to the...
GSAM's Investment Committee releases their 1st Quarter 2024 Quarterly Letter
April 12, 2024
Macroeconomic data remains mostly positive amid the highest interest rate environment in over two decades....
An Important Conversation: Why Discussing Finances Matters
by Michael C. Loch
April 2024
Over the course of one’s life, we have many important conversations with family, friends,...
1st Quarter 2024 - Quarterly Market Update
The momentum that led the markets to a stellar finish in 2023, continued through the first three months of 2024. Macroeconomic...
Compound Interest Explained
By Landon Buzzerd, CFP®
April 5, 2024
Referred to as the eighth wonder of the world by Albert Einstein, compound interest is...
A Female's Perspective on Women's Finances
by Kristen Jackson
March 26, 2024
Over the years I have asked many of my female friends what they do for investing...