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SECURE Act, Gift Giving, and Simplification

As you are completing your last minute Christmas shopping, I want to share an article that I found interesting, but first, I want to quickly highlight, without going into detail, one of the largest pieces of retirement legislation in years. …

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Q3 2019 Economic & Market Perspective

Talk of a recession certainly heated up at times throughout the third quarter, especially when we saw the yield curve invert. But are we really headed towards a recession? The chart below shows personal consumption expenditures versus the leading economic …

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Your Money Scripts

What do you value most in life? At the end of the day, what brings you meaning and happiness? What worries you and holds you back from confidently pursuing your best life? The answers are different for everyone. But no …

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What Does Your Best Life Look Like?

You’ve probably heard the Beatles song, “Money can’t buy me love.” But, money should be able to buy happiness, right? If people can buy the things they want, need, and enjoy, it seems like money should make them happy. But …