A recent study found that a bachelor’s degree is estimated to be worth $2.8 million on average over a lifetime, and those who earn one make 84% more than the average high school graduate.1 But it’s…
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A New Approach to Paying for College
The Limits of Data in an Ever-Changing Environment
May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be eventually forthcoming, and the continued whipsawing headlines began to have…
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Planning for Long-Term Care: For Your Parents and Yourself
Effective financial planning is about saving, investing—and managing risk. The saving and investing part is usually focused on retirement, so you can keep your lifestyle going even after you stop earning. The risk management part…
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Does Volatility + Uncertainty Equal Recession
April Recap and May Outlook April began with the shock of tariff announcements that were much more punitive than anticipated by businesses, markets, investors, and economists. Equity markets promptly pulled back, even entering bear…
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Retirement Spending and Investing: 4% Rule or U-Shaped Curve
You’ve worked hard and built up a healthy retirement plan balance, and the time to start spending it is finally here. But how can you be sure that your plan will provide the income you…
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Market Perspectives: Tariffs, Media & Diversification
Regardless of where you fall on the political spectrum, I think we can all agree that Trump’s fiscal and foreign policy is a sharp change from what we’ve seen in recent memory – including during…
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Estate Planning: Streamlining the Transition
Planning the transition of your assets isn’t just about maximizing the amount passed on and simplifying the handover—it’s really about ensuring that the help, love and wisdom you provide for your people now can continue…
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April Market Commentary: A Shock to the System: Tariffs, Stagflation and Market Corrections
March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected, creating a brief respite from worries about the impact of tariffs. It was short-lived, as…
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Is Your Portfolio Ready for 2025?
A new presidential administration will be working towards a very different agenda, and it will play out against the backdrop of a changed inflation and interest rate environment. Everything has changed from where it was…
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Tariffs, Inflation, and Taxes: Where’s the Balance?
February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just…
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