Insights for Your Journey

Latest News & Articles

How Bad Will the Market Correction Get?

How Bad Will the Market Correction Get?

Uncertainty seems to be everywhere with high inflation and interest rates, and the war in Ukraine. So how should we expect these ongoing challenges to affect your investment strategy? Are we heading for recession? And, most importantly, should you make a change?

read more
Is Your Estate Plan by Default or Design?

Is Your Estate Plan by Default or Design?

When it comes to leaving your hard-earned wealth to the next generation, often called estate planning, everyone has a plan by default – the government’s plan. They’ve already decided what taxes you’ll pay, who will make important decisions, and how your assets will be...

read more
SECURE Act 2.0 Explained

SECURE Act 2.0 Explained

The SECURE Act 2.0 would make some significant changes for retirement savers. Its key initiatives would delay RMDs, encourage employees to save more and start saving earlier, and lower retirement plan costs for small businesses. Here are the notable proposed measures and how they could affect you.

read more
The Ukraine Russia Conflict & the Global Economy

The Ukraine Russia Conflict & the Global Economy

The Russian invasion of Ukraine is concerning in many ways. As with every event like this, the Russia-Ukraine conflict brings uncertainty. However, we’ve seen similar situations and conflicts in the past, so history has some valuable insights that may provide some reassurance.

read more
Inflation and the Federal Reserve

Inflation and the Federal Reserve

Inflation hit 7% in 2021, the highest one year increase we’ve seen since 1982 and the Federal Reserve is taking action. Why and how does this work? We take a look at this question in this week’s article.

read more
How Do I Reduce Estate Taxes?

How Do I Reduce Estate Taxes?

Are you worried about estate taxes eating into your wealth, leaving less for your family or charities you care about? Unsure what you can do or where to start? Use these 5 steps to make and maintain your plan to reduce estate taxes.

read more