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Alternatives for College Funding

Although we all know that “time flies,” it seems to move particularly fast as we watch our children grow. Yet, in considering a college future […]

Revisiting Our 10-Year Treasury Yield Forecast

Until recently, we expected the 10-year Treasury yield to end the year between 1.75% and 2.0%. Now, however, there are two key elements suggesting we […]

Have You Factored Inflation Into Your Retirement?

Your retirement portfolio might be up, but inflation is crushing your returns. On August 11th, the U.S. Bureau of Labor Statistics reported that the Consumer […]

Policy Risks Loom But Clarity Ahead

Several policy-related risks loom in September and October that may lead to an increase in market volatility. The debt ceiling needs to be raised (likely […]

Doing Well by Doing Good

A charitable remainder trust (CRT) can be a highly effective financial and estate planning tool. The CRT can allow you to: avoid capital gains taxes […]

Life Insurance: Changing Times, Changing Needs

When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums […]

Poking The Bear

First and foremost, this week’s commentary should not be construed to suggest that we are saying stocks will go up forever. We are also not […]

What Grandparents Need to Know About 529 Savings Accounts

Grandparents can often find themselves in a better financial position to save for their grandchildren’s education than their own children are. The parents of prospective […]

Ways Financial Professionals Contribute to Non-profits

As of 2017, about two-thirds of all nonprofit organizations in the U.S. have annual budgets of less than $1 million.[1] For these non-profit organizations where […]

Manage Risk with Proper Diversification

When you first considered investing, it probably seemed like a good idea to focus heavily on what worked best for you from the beginning. If […]