Financial Planning Focus Newsletter

5 Ideas to Teach the Next Generation About Money

Brian Horan, CPWA®

Most parents and grandparents can relate to the challenges of teaching the next generation about money, whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar.

Read More

Investment Management Letter

Investment Management - Second Quarter 2025

Defying Gravity

 

Happy 4th of July! A day when Americans celebrate our country’s declaration of independence and a time to explore what that independence means to us individually and as a nation. It serves as a reminder of our resilience and determination, both of which are being tested today. In keeping with the times, the second quarter tested both market resilience and investor patience. Escalating trade tensions and geopolitical conflicts earlier in the quarter evolved into a remarkable demonstration of market driven guardrails against extreme policy proposals.

Key Takeaways from the Second

Read More

Special Releases

Special Release - Debt Ceiling Theatrics

Tanya B. Carson, CFA »

The main concern for markets in the coming weeks is negotiations on the debt ceiling. Recently, Treasury Secretary Janet Yellen raised the stakes when she moved up her estimate of a possible default to June 1st. As that date approaches, investors are becoming increasingly concerned with the debt ceiling debate, and the ramifications should the U.S. government be in default.

Read More