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National Estate Planning Awareness Week: Plan, Protect, Preserve

Why is there such a thing as a National Estate Planning Awareness Week? Estate planning is more important than you might think! If you die

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MARKET REVIEW: 3Q 2024

With signs of inflation moderating and a labor market easing, the Federal Reserve lowered rates in September after over a year of maintaining rates at

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Gridlock Matters: Investment Implications of Election Outcomes

Over the summer of 2024, the political landscape changed dramatically when President Joe Biden decided to drop his reelection campaign and endorse current Vice President,

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Time to Reassess Your 401(k)? Consider the Mega Roth Conversion

Happy 401(k) Day! This day is a great reminder to ensure your retirement savings are on track. While you may have your plan in set-it

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Holistic Wealth Management with a Fjaka Touch

Many of us have experienced those moments when the constant demands on our time and attention get to be too much and we want to

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MARKET REVIEW: 2Q 2024

Late 2023 optimism around an immediate Fed “pivot” was tempered in the new year as pockets of stickier inflation and a robust economy led the

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Financial Tips for Recent College Graduates

As a recent college graduate, taking control of your finances is one of the most important steps you can take toward building a great future.

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Decision 2024: History Often Rhymes

Pattern recognition is an important part of investing. Although history rarely repeats itself perfectly, it often rhymes.

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MARKET REVIEW: 1Q 2024

Late 2023 optimism around an immediate Fed “pivot” was tempered in the new year as pockets of stickier inflation and a robust economy led the

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Reality Check: Will the Economy Continue to Defy Expectations in 2024?

How did so many forecasters, economists, and investors get the 2023 recession forecast so wrong? Several factors contributed to surprising growth. Consumers continued to spend

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