Blog

With the run of real estate prices, the unsung “hero” in that growth is the value of your home, but rising real estate prices may result in rising property tax.

Some of the world’s most recognizable leaders, investors & politicians attended the Annual World Economic Forum and are shared their financial outlooks.

One of the most common questions among younger high-income families is whether they are saving money into the right type of accounts. Many come in with an emergency fund in place, maxing out their 401(k)s and even making 529 contributions.

One of my favorite holiday traditions is our Elf on the Shelf. Last year, he arrived from the North Pole via parachute with tickets to the Polar Express!

As you look forward to the holidays, we’re thinking about December 31st. As part of our planning, we’re reviewing the tax-efficiency of clients’ portfolios.

As enrollment season is upon us, I was reminded of a recurring theme I heard in conversations this past Spring… wait, I owe WHAT in taxes?! While it seemed that most everyone was aware of the Tax Cuts & Jobs Act of 2017, very...

Debt securities can be an important component in creating a portfolio designed for capital preservation and income. In part three of Financial Basics 101, we explore one type of debt security in particular - corporate bonds.

Medicare is a government-run health insurance program available to those sixty-five years and older, some individuals with disabilities, as well as those with certain chronic illnesses.

Thanks to our friends at Columbus Monthly for providing our very own Courtney Walls with the opportunity to share her thoughts on Finding the Right Financial Planner.

“Bull markets are born in pessimism, grown on skepticism, mature on optimism and die on euphoria.” -Sir John Templeton