Highlights

September 23, 2024

Can I Hold NFTs in My IRA?

Lately, our clients have been asking if they can hold NFTs (non-fungible token) in their IRAs (Individual Retirement Account). It is a complex decision that depends on various factors. Here are some considerations to keep in mind.

Read More
October 9, 2024

I Can’t Get No… “Satisficing?”

I learned about satisficing when getting my Master’s degree in library and information sciences. The term was used to describe how people generally research a topic, particularly using Google search results.

Read More
May 24, 2024

Tax Policy: The Next Political Battle

We’re in the midst of an election year that, according to polling, very few Americans are excited about. Those seeking relief from political debate will need to wait to the end of 2025 and perhaps beyond thanks to the expected political battle over the expiration of the 2017 Tax Cut and Jobs Act (TCJA).

Read More

Our Services

Our Services

 Investment Management icon

Investment Management

 Financial Planning icon

Financial Planning

 Executive and Business Consulting icon

Executive and Business Consulting

 Retirement Plan Consulting icon

Retirement Plan Consulting

News & Insights

August 20, 2024

Thinking about Retiring? Think Again.

The definition of retirement in the Merriam-Webster dictionary is as follows, “withdrawal from one’s position or occupation or from active working life.” I find this definition rather vague. If I was to define retirement, I would describe it as having the option to not work full-time if one chooses.

Read More
July 24, 2024

Investment Management - Second Quarter 2024

Investment professionals attempt to summarize what factors are currently driving financial markets. Usually, the narrative covers a few major influences, sometimes ignoring smaller cross currents that have material impact. Occasionally, investors are handed an environment that is easier to navigate, due to powerful forces that dominate across equity and fixed income assets.

Read More
August 20, 2024

Are Your Credit Card Rewards Worth the Cost?

How much do you like the rewards you get from your credit cards? Are they worth any additional costs to your purchases? These are questions to consider as the Credit Card Competition Act is reintroduced to Congress, after failing to pass in 2022.

Read More