Blog
Considering the SVB Collapse
Many investors may be tempted to react in the wake of both the Silicon Valley Bank and Signature Bank's financial troubles. After all, the unprecedented events of last week would test the mettle of even the most seasoned investor.The...
Read MoreFDIC Insurance, SVB & Signature Bank
When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance was designed for this very reason:...
Read MoreInt'l Women's Day - What a Great Event!
Last night was an amazing gathering of wonderful women (and a few men) to celebrate International Women's Day. We had a great presentation from Chris at MFS, and we shared good food & good conversation. Beyond that, I want...
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Don't Watch The Markets Too Closely
One of my favorite Warren Buffett quotes is, “Remember that the stock market is a manic depressive.”What he’s suggesting is that stock prices can sometimes swing wildly from day to day in response to even minor news....
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Spring into financial transparency
Financial infidelity happens... and dealing with the aftermath can be painful.
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Save the Date: March 8th is Int'l Women's Day!
We love spending time with our clients, and our next big event will be a celebration of all the amazing things women do every day!
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What does "Wealth" Mean to You?
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read MoreIt's Never Too Late to Save for Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read MoreSECURE Act 2.0 Passed in Final Days of 2022
SECURE 2.0 was tucked in the $1.7 trillion federal spending bill, so as more people become familiar with the legislation, expect more details to emerge.
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