Our Written Work

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Written and video education from our team

Market Outlook Mid-Year 2021

Last quarter we made thematic references to “Back to the Future,” thinking perhaps the world was peeking around the corner at a return to some type of normalcy. As we start the second half of 2021, if our time traveler last quarter was dropped from the future into the Eastern United States today, odds are this traveler might not have a clue a pandemic just ravished the world.

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Market Outlook: Spring 2021

Spring has sprung—weather-wise, spirit-wise, and market-wise. After a more than year-long pandemic, the markets are wanting to get Back to the Future.

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Market Outlook Winter 2021

On our minds is the power of the human spirit to endure and adapt. Be it pandemic, or political, the human spirit absorbs, processes, understands, and helps us form perspective. Perspective will be our theme.

This past year was not for the faint of heart. Lives were changed, and sadly, lives were lost. We will forever remember 2020, as will the history books.

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StreetSmarts: Demystifying College Savings Vehicles

Perhaps you’re well aware of how important it is to save for college for your children, but you’re feeling a bit daunted by the various options out there… beyond just putting money under your mattress, or letting it build in a savings account. Then today’s StreetSmarts episode is for you.

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