Our latest POSTS
Set It and Rebalance: Why Timing Isn’t Everything
A listener asked:“How often should I review or rebalance my portfolio in this kind of market?” It’s a fair question, especially after the rollercoaster markets of the past year. Between […]
Why Hasn’t the Fed Lowered Interest Rates Yet?
“Inflation seems steady. Why hasn’t the Fed started cutting rates?” It’s a common question right now, and a reasonable one. With inflation cooling from the highs of 2022, many people […]
Planning Before a Potential IPO
“We own stock in a private tech company that might IPO next year. What should we be thinking about now for taxes?” This is a good situation to be in—and […]
Will an Irrevocable Trust Lock In Today’s Estate Tax Exemption?
“We’re considering setting up an irrevocable trust now that the estate tax exemption is supposed to sunset in 2026. If we do it this year, do we lock in the […]
Does Persistently High Inflation Mean You Need a New Plan?
“We created our financial plan assuming inflation would cool down. Should we rethink our numbers if it doesn’t?” Where We Stand Now While recent inflation numbers show that inflation has […]
What’s Next?
Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.