Blog

One thing I’ve never really concerned myself with, until recently, is the subject of government spending. Given the current news cycle, I wanted to understand more precisely the facts and data, without interpretation.

Equity markets have experienced increased volatility over the past month, driven by a combination of factors including signs of economic slowdown, ongoing geopolitical tensions, and shifting political priorities following the transition to the Trump administration.

I promise that we will eventually get to the topic that most people are interested in hearing about from their financial advisor (that would be money).

Recently, I had a planning call with a woman who is expecting her first child. Having been through this particular life event myself, I started mentally going through the list of things I had to do when my husband and I were in the same position.

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.