Skip to content

January 2025

Inauguration, 401k, investments

Presidential Inauguration and Your 401k

Presidential Elections vs. the Stock Market New President = New Investment Strategy? Not so fast!  Historically speaking, there is nothing red or blue about the United States stock market. It’s
Read More
comingling finances, marriage, financial planning

Our Journey of Comingling Finances Before Getting Married

What does a financial planner reflect on in the final days before getting married???  Finances. Ok. Sure – a couple of other things too… But it’s up there. It’s who
Read More