Blog

What happens when you achieve a long-sought goal, but sadness is the uppermost feeling? We’re heading into the off season for riding competition in Virginia, and I typically use it for a bit of a rest and recovery before starting the long preparation for the Spring.

Market volatility can be unsettling, especially when you see your investments fluctuating day by day. However, staying calm and sticking to a well-thought-out strategy can help you navigate these turbulent times effectively.

A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s a family meeting that allows for the sharing of financial values and goals.

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.

Back in May 2023, I wrote about investing in a dog’s mental health. Here we are, more than a year later and I thought I’d catch you up on how my dog’s own recovery journey is coming along.

First, some context for what we are dealing with. Our dog, Loki, is leash reactive to other dogs, has stranger danger, and is overall anxious with the world outside.

It is a loaded question and one that changes depending on what need or want you are referring to. For that reason, we thought to tackle this discussion as a series, looking at different categories and how our perception of “enough” may need some more thoughtful intervention.

It all started with magazines and the thrill I got with each delivery. There was a whole new world of information and potential to explore each month.

With so many Gen Zers moving into the work force and establishing long term careers, their focus starts to shift to the next symbol of adulthood – owning a home.

We wrote two articles in 2022 about Treasury Series I Savings Bonds, given their popularity that year.

A few months ago, I realized that I needed some help. Between my husband and I working full time and trying to keep our three little girls safe, fed, and entertained, housework kept falling through the cracks. We were losing a battle to the “stuff” that was just piling up.