Importance of Periodic Client Review Meetings
Periodic client review meetings play a crucial role in achieving long-term success for both financial advisors and their clients. While clients may understandably feel these meetings are repetitive or routine, […]
Align Your Charitable Giving with the One Big Beautiful Bill
The recently enacted One Big Beautiful Bill Act (OBBB) establishes several new rules related to individuals claiming charitable contribution deductions. The purpose of this blog is to clarify the most […]
How the Fed Really Affects Your Money
One of the ongoing debates in Washington—whether under Trump, Biden, or any administration—is the role of the Federal Reserve (the Fed) and its influence on interest rates. It’s easy to […]
Beyond Borders: Global Portfolio Diversification Benefits
For many investors within the US, it’s easy to think of “the market” as just Wall Street or more specifically particular indices, such as the Dow Jones or S&P 500. […]
Staying the Course: What Moody’s Downgrade Reveals About Long-Term Investing
On May 16th, Moody’s became the last of the three major credit ratings agencies to downgrade US long-term issuer ratings from Aaa to Aa1 and changed the outlook to stable […]
