Balancing Long-Term Goals with Short-Term Market Swings One of the biggest challenges for investors is balancing long-term goals with short-term market moves. Market rallies and downturns alike can create pressure…
On July 4th, a new tax law—the One Big Beautiful Bill Act—was signed into law. While the name might sound lighthearted, the changes are very real and could affect your…
Social Security has been at the heart of retirement planning for nearly 90 years. As the population ages and finances tighten, questions about its future continue to grow. While it…
When I discuss estate planning with clients, I typically begin by asking what kind of legacy they wish to leave. And nine times out of ten, they hesitate. Not because…
You’ve probably noticed: estate planning is having a moment. Every time I meet with a client lately, the conversation seems to gravitate toward questions about exemptions, taxes, and “what if”…
One of the fastest ways otherwise-thoughtful investors derail their long-term plans is by letting a single stock—or a tight cluster of related names—dominate their portfolio. Holding a big winner feels…
Patience, discipline, and a long-term perspective are fundamental to successful investing—a philosophy Warren Buffett has embodied throughout his five-decade tenure at Berkshire Hathaway. His recent retirement highlights the enduring relevance…
Benjamin Franklin once said that “an investment in knowledge pays the best interest.” As many high school seniors prepare to make their final college decisions, families face one of the…
In April 2025, concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding…
Imagine going to the doctor for a check-up, but instead of a comprehensive examination, they only check your blood pressure, temperature, and heart rate. While these are important vitals, they…
