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Financial and Tax Planning Resources

Active and Passive Management Q&A Thumbnail

Active and Passive Management Q&A

Our firm has been quoted in over 40 articles this year, including in U.S. News & World Report, Forbes, Yahoo! Finance, Business Insider, TheStreet.com, and more. Here are our thoughts on active and passive investment management that we wrote in a recent response.

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Holiday Phishing Expedition Thumbnail

Holiday Phishing Expedition

As Cybersecurity month wraps up and the holiday shopping season gets into full swing, everyone should remember that there are professional phishers working hard to trick you into giving out your personal information.

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September 2021 Market Insights Thumbnail

September 2021 Market Insights

Since our last Market Insights update, the S&P 500 made several new highs and even made it to thirteen straight weeks with a new high. The Nasdaq crossed 15,000 for the first time and the largest companies have recently outperformed the S&P 500, including Microsoft, Alphabet (aka Google), Amazon, and Facebook.

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