5 Ways to Leave a Lasting Legacy That Goes Beyond What’s in Your Will
Most people think of a legacy as a number on a balance sheet: the house, the investment accounts, the amount listed in a will. But the families who feel most at peace with their legacy plan tend to think about [...]
August 7th, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1. This week’s economic data painted a mixed but still resilient picture of the U.S. economy. ISM Manufacturing rose to 55.6, while ADP private payrolls increased by only [...]
July 31st, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1. This week features one of the most market-moving stretches of economic data on the calendar, with second-quarter GDP (2% to 2.3% consensus) , the Federal Reserve's interest rate decision [...]
3 Conversations Every Couple Should Have Before Retiring Together
Two people can share a home, combine finances, and build a life together while still picturing retirement differently. One may imagine quiet mornings and more time with family. The other may be counting on travel, new hobbies, or a move [...]
July 24th, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1. This week brings a full slate of market-moving economic data alongside one of the busiest stretches of second-quarter earnings season, setting the stage for elevated volatility across [...]
Planning for Summer “Wow Moments” That Work With Your Financial Plan
A summer visit with children and grandchildren can become expensive quickly. Restaurant meals, admission tickets, souvenirs, and extra groceries may turn a long weekend into a much larger expense than expected. Yet the moments family members talk about years later [...]
