Our Weekend Word

Holiday Wishes

It’s that time of year again, the holidays are upon us.  We just had our first substantial snowfall, Christmas lights are everywhere, and the biggest indicator (at least for us) is the insane amount of traffic around the office caused by those last-minute shoppers.  Being that time of year, we didn’t want to pelt everyone with political ramblings, market watches or calls to arms, because you get enough of that everywhere else.  This week we wanted to take some time and share our plans for the holidays.

Paper Trail

This article is geared toward your college kids coming home for the holidays, but can really apply to anyone.


Out of the Woods

Luckily for us investors the Great Recession of 2008 is fading away like a bad dream. However, some industries are still feeling the sting of that crash almost ten years later. Notably this time of year, Christmas tree nurseries are facing a national shortage because of limited planting in 2008 from low tree demand.

The Nature of the Beast

Investing at its root is marrying goals with expectations. The goals part can be difficult, but more often it is the expectation for what our investments will do that can allude us

Happy Thanksgiving!

We hope this week that all of you reading got the chance to unwind with family and friends and think about the important things in life; the people we spend it with. We hope that you were able to have a low stress holiday and family sparring matches were few and far between.

End of the Year Checklist

If you’re like me the fact that the “holidays” are next week is making you sweat a little. So, before you get swept into 2018 with manic bouts of cooking and cleaning and sugar coma’s here are a few things to keep in mind as the end of the year approaches that can help you feel productive in the chaos.

The State of Social Security

Social Security is a critical topic for most people.  Retirees and pre-retirees are counting on the income that it provides, and younger generations have convinced themselves they won’t have Social Security when they retire.  With all the preconceived notions and false information surrounding Social Security in general, we wanted to set the record straight.

Not So Fast

A joint account may seem like a quick and easy way to be able to help out a parent or grandparent with their finances while allowing them to maintain some independence and control. And it is true that a joint account allows for quick transfer of assets without probate if one owner passes away. But, there are some pitfalls to this setup when it comes to estate and inheritance planning that are very important to be aware of.

Identity Theft Insurance?

Identity theft and cybersecurity are topics we have touched on frequently over the past year, but bear with us as we go to that well one more time.  In the wake of the Equifax breach this topic has been everywhere, but it leaves us with important questions; can we fix the system, and how do we protect ourselves?

The Trump Tax Proposal: What You Need to Know

This week, the White House unveiled its tax plan, proposing to cut taxes across the board, relieve millions of people from paying income taxes, and streamline filing—all while keeping the budget in balance (or at least not making the situation worse). But are the plan’s promises possible to fulfill, and does it stand a chance of passing?