25 Jul Client Check-in Newsletter July Newsletter: What It Means to be Financially Independent At its core, financial independence means having the freedom to live life on your terms without financial worry. Continue Reading
10 Jul Investments, Quarterly Investment Commentary July 2025 Investment Commentary Coming into Q2, equity markets were in decline as investors anticipated President Trump’s tariff “Liberation Day” announcement on April 2nd. Continue Reading
20 Jun Client Check-in Newsletter June Newsletter: Why Summer is a Smart Season to Meet with Your Advisor Summer isn't just for vacations: it's also one of the most strategic times of the year to meet with your financial advisor. Continue Reading
10 Apr Investments, Quarterly Investment Commentary April 2025 Investment Commentary As the Trump administration started enacting its policies, investors appeared to rethink their bullishness. By mid-February, U.S. large caps reached their near-term peak and started to trend lower. Continue Reading