Blog

Federal Reserve Cuts Rate
Blog

What Does the Federal Reserve’s Rate Cut Mean for You?

On September 18th the Federal Reserve lowered its overnight borrowing rate by 0.50% signaling that the Fed believes that inflation is moderating, and the labor market is cooling. Many investors and economists alike were anticipating the Federal Reserve’s first rate cut since 2020, but many were surprised with the size

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Are You Ready For Tax Armageddon?

“This is going to be Tax Armageddon. It’s time to suit up,” Virginia Democratic Senator Mark Werner recently told Bloomberg News. “The main goal here is this can’t just be a debate about the 2017 tax cuts.” Other Senate Democrats have echoed similar sentiments. Senator Elizabeth Warren of Massachusetts said

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Active Management

Active Managers Fail Again

The narrative for fund managers has been that 2024 is a stock-picker’s market. The traditional school of thought has been that active managers should excel when the gap beteen winners and loser is wide like we have seen in the early months of 2024. Either the narrative is wrong, or

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Blog

Are You Sitting On A Tax Time Bomb?

“What is the difference between a taxidermist and tax collector? The taxidermist only takes your skin.” Mark Twain In our hyper-politicized social climate few sentiments unite Americans like the desire to pay the least amount of taxes possible. This feeling is echoed among millions of Americans every April when our

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Blog

Where is Your Margaritaville?

Over Labor Day weekend 2023 Jimmy Buffett, one of America’s most beloved and iconic entertainers, passed away at the age of 76. Best known for his 1977 hit single “Margaritaville,” Jimmy Buffett parlayed his Caribbean beach bum song stylings into an unrivaled entertainment and business empire. Over the course of

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Who We Serve and How We Help
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Who We Serve and How We Can Help

By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ In today’s unpredictable financial environment, finding the right financial advisor can be challenging—but not impossible. Whether you do your research online, ask for recommendations from friends or trusted advisors, or both, the amount of choices to sift through can be mind-boggling. It has gotten

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The 3 Biggest Financial Planning Challenges for Engineers
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The 3 Biggest Financial Planning Challenges for Engineers

By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ Engineers and technical professionals are known for their precision—but when it comes to their finances, the numbers aren’t always as straightforward. While they may be high-earners, their unique compensation and investment packages often require custom strategies to help them lower their tax exposure and

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2023-8_Why I Became a Financial Planner
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Why I Became a Financial Planner

Next year will mark the 30-year anniversary of one of the most popular movies from the ’90s, Forrest Gump. Of all the memorable moments in that movie, one phrase seems to be quoted most often:

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