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The Anatomy of a Bear Market

If you’re curious about how the current stock market situation relates to past bear markets, look no further. Here’s what you need to know.   The term “bear market” is on everyone’s mind these days given the significant hit to the stock market and the subsequent economic shutdown caused by the coronavirus pandemic. Is this …

Explaining Irrevocable Trusts

Irrevocable trusts can be utilized in several different ways. Here’s what you need to know about them.   Today we’re joined by Jenny King for part two of our discussion on trusts. We talked about revocable trusts previously, so today we’re going to focus on irrevocable trusts. A lot of clients come to us and …

What Your Kids Can Learn From Working Their First Job

    There’s always one question at the forefront of parents’ minds: How do I teach my kids about being financially responsible?  There are a lot of steps to be successful in this effort, and today’s message is all about step one, which focuses on children and jobs. Luckily, Zach, our tenured expert on the …

New Year’s Resolutions

The champagne has bubbled, the ball has dropped, and New Year’s resolutions have been made. This year add finances to the list. New year, new financial goals. Make 2020 the year you proactively improve your finances. Here are five financial resolutions that will help you get on track to better money habits. Feeling charitable? Learn …