Money
The Elephant in The Room
Before we get to the “elephant in the room,” let’s recap 2022.
2022 in ...
Reckoning or Recalibrating: Find Out Why ESG is Here to Stay
When Ann, our administrative assistant, forwarded a message from ABC’s Good Morning ...
The Backdoor Roth IRA – Is it for me? Is it legal?
It is the speakeasy of the retirement funding landscape. Few people know about this ...
3 Reasons Why You Should Update Your Beneficiaries Today
If you do one thing by the end of the year, do this. ...
A Little Bond History Goes a Long Way – Inflation and Interest Rates
Will 2022 mark the end of the bond market’s 40-year run?
As always, we ...
A Smattering of Medicare Tripwires, and Some Alphabet Soup
DO YOU THINK MEDICARE IS EASY TO UNDERSTAND? THINK AGAIN.
-Kendalle Stock, ...
To Everything There is a Season – Even the Market
Market seasonality refers to particular time frames when ...
5 Things to Know about Virginia529’s new Tuition Track Portfolio
Saving and investing for college has a new option for Virginia residents. It’s ...
Getting a Grasp on Bonds – and What It Means To Your Investments
If you think the stock market is complex, wait until you learn about the bond ...
Women & Money: 5 Strategies for Building your Money Mindset Muscle
Women want to make a positive impact on our communities. Many of us are solid ...
The Fear & Greed of GameStop
Let’s assume that fifteen minutes of vigorous exercise daily adds three years to ...
Let’s Get Real About Real Estate
We may be in the middle of a cold winter, but the housing market is hot hot hot. ...
