USING THE HSA FOR RETIREMENT,NOT JUST HEALTH CARE Whether your health insurance is purchased from the individual market, including government exchanges, or sponsored by your employer, chances are good that…

WHEN SHOULD YOU RETIRE? The three record-setting market drops in March 2020 illustrated just how dangerous the notion of “sequence of returns risk” is for a retirement portfolio. This risk…

INSIGHTS INTO THE FOURTH INDUSTRIAL REVOLUTION From handling financial transactions to customer data to placing orders and tracking inventory to marketing and communications with a web footprint – very few…

THE REAL ESTATE MARKET IN 2021:CHALLENGES AND OPPORTUNITIES In 2021, the real estate market features low housing inventory,continued price growth and higher expenses that have slowed therate of new construction.…

BIAS IN THE NEWS It’s not unusual for political news coverage to present with a liberal or conservative bias. However, it wasn’t until the media began reporting on the COVID-19…

HOW INFRASTRUCTURE INVESTMENTS HELP THE ECONOMY The American Jobs Plan (AJP) recently proposed by President Biden is composed of $2.7 trillion in expenditures and $2.1 trillion in raised revenues over…

SELL IN MAY AND GO AWAY? In the investment world, there is a catchy phrase that gets tossed around this time of year: Sell in May and go away. The…

FINANCIAL ADVICE FOR EXPANDING FAMILIES Obviously, managing money as part of a partnership is vastly different than doing so for oneself. Even more challenging is the need to constantly adapt…

STIMULUS, PART III: THE PLAN TORESCUE AMERICA In early March, President Joe Biden signed into law the third roundof economic stimulus legislation passed by Congress, authorizingthe largest cash infusion yet.…

In the stock market, there are generally winners and losers. For every investor who buys low and sells high, there is an investor buying high — not knowing if that…