Year End Planning and Tax Loss Harvesting November 2, 2022. By Anthony Norris: While no one wants to see red on their investment statements, and the markets have certainly provided plenty of the unfavorable hue in 2022, the ownership of down holdings can also provide...
Slowing Down During Busy Months October 27, 2022. By Ashley Agnew: I recently read a parenting blog that said October is a great month because it allows some time to relax before the busyness of the holiday season in the months to follow. I’m not sure about you, but...
Q3 Commentary with J.D. Wolfsberg October 21, 2022: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Portfolio Manager, J.D. Wolfsberg CFA, CFP®, will be sharing his commentary...
Student Loan Forgiveness Update and Reminders October 17, 2022: By Ashley Agnew: In August, President Biden announced $10,000 of debt relief per federal student loan borrower for those who did not attend college on Pell Grants and $20,000 for those who did. While we...
Hotline Provides Mental Health Resources to New Mothers: 1-833-9-HELP4MOMS October 10, 2022. By Ashley Agnew: With mental health and the importance of self-care often overlooked, busy families can find it hard to make time to physically go to the resources that will...
The Federal Reserve and Market Volatility Written September 30, 2022. By JD Wolfsberg: Background By the end of 2021 the Federal Reserve began to realize that inflation was no longer “transitory” and they were in fact falling behind in curbing price increases. As we...
