Tax season isn’t the most joyful time of year, but it’s certainly one of the most important. With the filing deadline fast approaching, here’s a rundown of the latest tax… Read More
Tax Considerations for 2024: What You Need to Know Before Filing
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Counterintuitive Money Advice: Investing Against the Grain
There are a lot of things in life where the right move is pretty intuitive. Avoid the top rung of a ladder when you’re changing a lightbulb. Don’t click on… Read More
Money Scripts—Part 2: How to Manage the Script
Understanding why we behave the way we do with money is the first step toward transforming our relationship with it. In part one of this series, we explored the concept… Read More
Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and Spend
When it comes to our finances, we’re only human. We make good decisions and sometimes, not-so-good decisions. Behavioral biases play a big role in our savings, spending and investing decisions…. Read More
Your 2024 Year-End Planning Guide
As the year winds down, the hustle and bustle of the season can leave little room for financial reflection. But taking some time to review your finances now can help… Read More
Financial Readiness: Preparing Yourself Before Disaster Strikes
Earlier this fall, Hurricane Helene moved inland from the Gulf of Mexico as a tropical storm, from Georgia to the mountains of North Carolina. In western North Carolina, the thousand-year… Read More
Client Question: I’ve Got a Lump Sum in Cash, Should I Invest It Right Away?
What do you do if you’ve just received a big bonus at work, inherited some money, sold a business or otherwise enjoyed a recent windfall you’d like to invest? Should… Read More
What We Talk About When We Talk About Volatility: Magnitude vs Percentage
If you’ve ever listened to public radio’s “Marketplace” with Kai Ryssdal, you may have noticed the songs they play when they “do the numbers.” On days the market is up,… Read More
What Does It Take to Take on Risk?
The trade-off between risk and reward is a key part of any investment strategy. But risk means different things to different people. While risk is the key to unlocking greater… Read More
Financial Quick Takes: Compound Returns
If you’re like most people, you need your investments to grow to achieve the life you want. Fortunately, there’s a deceptively simple but exceptionally powerful tool that can help you… Read More
