Student Loan Repayment Plans 101
In this section, we will explore some essential steps to evaluate repayment strategies and gifting options for your loved ones.
Essential Documents Every 18-Year-Old Should Have
We’ll walk you through essential documents that every 18-year-old should consider having so you can feel confident knowing your new adult has everything they need!
Quarterly Commentary: 2023 Mid-Year Update
The first half of 2023 provided investors with plenty of headlines to digest—from a mini-banking crisis to a continuation of rising interest rates, and Congress taking the debt ceiling debate down to the wire.
Quarterly Commentary: First Quarter 2023
The first quarter of 2023 saw a marked reversal of several market trends we observed in 2022.
Questions to Ask Potential Advisors
Here are some questions you can ask yourself and potential advisors to help you make the right decision for you.
Addressing Headlines in the Banking Sector – Silicon Valley Bank
Doug and Eric Loftus recently sat down to discuss current headlines in the banking industry as we have received a lot of questions from our clients about it. One of the bigger concerns is in regards to recent news surrounding Silicon Valley Bank in California which was taken over by the FDIC and the state of California a few days later.
Quarterly Commentary: Fourth Quarter 2022
In the fourth quarter of 2022, markets provided some welcomed relief for investors in what had been a challenging year for both equities and fixed income.
Webinar: Kicking Off 2023 With Wealth Dimensions
In this blog post, we discuss the stock market, challenges with investing, changes to financial planning, and the economic outlook for 2023.
Webinar: Not All Financial Plans Are Created Equal
Watch our webinar from June 2022 to learn more about what makes the Wealth Dimensions planning process unique.
Who should own a 529 plan: parents or grandparents?
Clients with children and grandchildren often ask us about who should own a 529 plan in order to make the most of financial aid.