Monthly Archives: April 2024

The Magnificent One

Nvidia is such a highflyer that it is threatening to outpace the rest of the Magnificent Seven the same way the Magnificent Seven have outpaced the rest of the S&P 500…

Six Considerations for Big Life Transitions

As financial advisors, we get many technical and market-related questions from our clients. However, we also hear frequent questions from them about other facets of their lives, including how to navigate big transitions – not just from a financial standpoint, but from an emotional one. It’s something we all grapple with at various points…

The ROI of the Sabbatical: Tips and Insights from Our Team

What’s the most important thing in your life that you haven’t made enough time for? It never feels like the “right time” to take a sabbatical from work because we tend to feel already like we’re short on time. If you’re like most of us, the last person in line for our own time is…ourselves.

When Optimizing Your Tax Spend Comes at a Price

People dislike taxes. It’s a cost that no one really wants to bear. As a financial advisor with a specialty in tax planning, I have a real appreciation for tax optimization strategies. From reducing capital gains tax on stocks to increasing charity contributions via donor-advised funds…