“You can outsource expertise but never your understanding, especially when it comes to your...
How To Be Positively Skeptical: Due Diligence
“All media shares one thing: Someone created it. And it was created for a reason. Understanding...
Market Update: Early Summer 2022
It’s not a secret that market volatility has picked up significantly in 2022 with corrections...
To Be Positively Skeptical: The Benefits of Having a Doubt
“I’m not an optimist. That makes me sound naïve. I’m a very serious ‘possibilist.’ That’s...
Three Thoughts During Scary Markets
Remember all those times we’ve said that investment risks and expected rewards are related?...
Q1 2022: A NEW WORLD
2022 arrived on a tailwind of strong market performance and economic growth, carrying with it the...
Interest Rates, Inflation, and Investment Strategy: Investing in Uncertain Times
When interest rates, inflation, or both are on the rise, what’s an investor to do? This article...
Protecting What’s Yours (After You Pass): Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can...
Protecting What’s Yours (After You Pass)
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your...
Still Concerned About Inflation? Here’s Your Best Course of Action
In our last piece, we covered the recent uptick in inflation, and what to make of it in historical...
Guess What? Not All Inflation is Bad.
What Is Inflation? Inflation is the rate at which a currency loses its purchasing power as...
Are the Ups and Downs of the Market Giving You Motion Sickness?
Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If...
Tax-Wise Financial Planning: Tax-Planning Challenges & Opportunities
Managing for tax-efficient investing is just one way we help families reduce their lifetime taxes....
Tax-Wise Investing: Making the Most of the Tools Available
It’s one thing to have the tools we described in our previous blog. It’s another to make best use...
Q4 2021: A Strong if Bumpy Finish
The stock market kicked off the fourth quarter with a powerful rally in October and added to those...
The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a...
Don’t Hoard Your Cash Because of Inflation. Understand Real Returns
If all this inflation talk has you wondering if you should stuff some cash under the mattress and...
Do These 5 Money Tasks and then Relax Over the Holidays!
We know that the holidays are a busy time for you and your family; it’s a wonderful time to...
The Long(er) Goodbye: Phasing into Retirement
For most of our adult lives, many of us have had one destination in mind: retirement. However,...
Safeguarding Your Information: Our Clients’ Protection is Our Priority
With so many stories in the news lately about identity theft, scams, and privacy breeches, we...
Q3 2021: Hot Summer Run Cools Off With Fall
Stocks went on a run for the first two months of Q3, overcoming both growing inflation worries and...
What to Do With an Inheritance: Tax Implications & Estate Planning
In our previous blog, we looked at different inheritable assets and what you should look out for...
What to Do With an Inheritance
If you’ve found yourself on the receiving end of an inheritance, you know that it can be a...
What’s the Difference between a Mutual Fund & an ETF?
As an investor, you’re always looking for the products and investment strategies that could be...
























Graham Ditus


Tim Kulick, CPA®
Drew Kelleher, CFP®


