How Exciting is Your Ride?
The volatility of the market this year has been a classic example of how Portfolio Theory works. We explain!
Are you better than before?
Habits are a fascinating subject and the topic of a book called Better Than Before. This may be a good time to think about our habits and how to change them.
What has been unleashed?
In the real world, not all side effects of an opened box are bad.
A Sad Farewell
We say goodbye to our wonderful Client Services Manager.
The Value of Modeling
Modeling is the key to successful financial planning.
What Will You Take?
Think about will you take away from this experience.
Making the Best of Low Interest Rates
by Mary E. McCraw, CFP® In 2012 and 2016, I wrote about refinancing as we were experiencing very low mortgage rates. After bumping higher the last two years, we are happy to see that mortgage rates are once again low.…
Gaming the Tax System on College Savings Plans
by Kristina K. Bolhouse, CPA/PFS, CFP® One of the enhancements of the Tax Cuts and Jobs Act of 2017, is the ability to use 529 College Savings Plans for K-12 tuition expenses. Specifically, up to $10,000 per year may be…
Kids & Money: Teen Checking Accounts
by Mary E. McCraw, CFP® April is always a big month in our house as we celebrate our twin girls’ birthday. This year was a particularly big month as they turned 13 and we now have two teenagers in the…
Futurism Part II: Artificial Intelligence
by Ralph Broadwater, MD, CFP®, AIF® In a previous newsletter I wrote about the exponential changes that are occurring in our modern world. I would like to spend a little time discussing one of the most exciting areas of growth…