June is looking to be chock full with celebrations including graduations, a wedding or two, Father’s Day, and the most welcomed driver of it all: a rejuvenated economy combined with the gradual reopening of life.
Newsletter
The Trip of a Lifetime
Summer is the time to hit the open road and explore this big country. But with epic drives can come epic expenses – make sure you don’t let unexpected costs creep in while planning the perfect road trip.
What are memories worth?
It’s a great American pastime: spending Memorial Day weekend relaxing with friends, family, and perhaps a refreshing drink, watching baseball or the Indy 500, enjoying our hard-fought freedom over some BBQ-grilled burgers and hot dogs.
Put your money where it matters
From the U.S. gas shortage to how much energy it takes to mine cryptocurrencies, you’ve probably noticed that the impact of collective actions on our environment are under more scrutiny than ever before.
Signed, sealed, delivered … now what?
We’re putting the finishing touches on another tax season, thanks to the IRS extending the filing deadline this year to May 17. And if you’re like most people, I’m sure you’re feeling pretty good to put 2020 in your rearview mirror.
How is your financial advisor like your mom?
As we get ready to celebrate Mother’s Day this Sunday, May 9, I’ve got a fun question for you: What do your mom and I have in common?
Are You Financially Literate?
As Financial Literacy Month ends, I hope you were able to learn a few new things and apply them to your strategy.
Making the best play for your future
Albert Einstein once said, “Games are the most elevated form of investigation.”
What you know = How much you grow
April is financial literacy month, and it’s a great coincidence that this month is also the time when many people are planting seeds in the ground, hoping for a lush summer garden and dreaming of a huge fall harvest.
Prepare, Don’t Predict
The historical bull market, correction coming, beware of inflation – you may be seeing these words in headlines lately.