Market Hits All Time High

What Does a Stock Market “All Time High” NOT Mean?

With the market at an all-time high, knowing what this does…


Sitting in Cash: Should I Wait Out the Election?

Sitting in Cash: Should I Wait Out the Election?

Sitting in cash cash can backfire and it becomes addictive.…


Real Estate and Stocks

Real Estate vs. Stocks: Which is better?

Here are the "Pros and Con"s of real estate and stock…


second-quarter-2020-investment-market-review

Second Quarter 2020 Investment Market Review

Recessions understandably trigger worries over how markets…


4 Ways to Be Successful During Difficult Times

4 Ways to Be Successful During Difficult Times

Looking at life through a historical lens, here is the…


Coronavirus and the Stock Market

Coronavirus and the Stock Market

The stock market has dropped swiftly attributed to concerns…


Money smart families

The Challenge of Successfully Investing in a Pandemic

Over the recent week, the stock market has dropped swiftly…


How Charitable Stacking Can Benefit You

All too often we find people with charitable hearts losing…


Maximize Your Giving and Minimize Taxes

Maximize Your Giving and Minimize Taxes

Those who are generous often choose to give by opening…


How to Create a Family Legacy

How to Create a Family Legacy

Creating your family legacy is so much more than money. A…