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Investor Brief: Debt, Deficits, and Downgrades

We have received quite a few questions from clients regarding the budget deficit and our increasing national debt. How much of a problem is our nation’s fiscal trajectory? What about Moody’s recent downgrade of the U.S. credit rating? And what is the impact on investment portfolios? Let’s tackle these questions...

LGBTQ+ Family Planning: Fertility Options, Costs, and Legal Considerations

Family planning is a deeply personal, exciting decision.

Grandparenting: Counting the Cost

Let’s be honest—most grandparents take pride in spoiling their grandkids. From ice cream outings to toy shopping sprees, Grandma and Grandpa rarely say no when those little ones make a request.

In the Middle: Emotional and Financial Impacts Facing the “Sandwich Generation”

Across America, this scenario is unfolding: adults in their 40s and 50s, balancing the demands of their careers and household responsibilities, find themselves caring not only for their children—whether at home or in college—but also for their aging parents.

Welcoming Baby: Essential Tips for Growing Families

Whether you’re expecting, adopting, recently had a baby or are simply exploring the possibility of parenthood, welcoming a baby into your family is exciting and life-changing!

Kiplinger: Mindy Neira—Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser.

“Now, more than ever, it is important to revisit and revamp your financial plan to ensure you and your loved ones are protected.”

MarketWatch: Sarah DerGarabedian—How much confidence in investing is too much?

The secret to smart investing and what behavior to look out for.

Comparison of Savings & Support Options for Families with Special Needs

Families planning for a loved one with special needs have various financial tools to consider, including these three options: 529 Plans, ABLE Accounts, and Special Needs Trusts—each offering distinct benefits for tax savings, government benefits eligibility, and spending flexibility.

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