
Why stay invested?
Markets have been volatile. Should we get out and wait for things to get better? What’s the impact of missing ...

Market and Economy Update
Many people seem to feel unsettled, and this is not surprising given the onslaught of negative news from the media ...

Retirement
When was the last time you did something perfectly the first time? You only get one chance to retire, do ...

Market Drops
Inflation is highest it’s been in 40 years. You’re feeling it at the grocery store, the gas pump, and almost ...

Net Unrealized Appreciation (NUA)
The net unrealized appreciation (NUA) is the difference between what the you paid for shares of the stock and the ...