August 16, 2019
Published by jason at August 16, 2019
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The Importance of a Healthcare Proxy for College Students and Their Parents

This is the time of year that college students head back to campus for a new semester.  For those of you sending your child off for […]
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June 24, 2019
Published by jason at June 24, 2019
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What’s Your Version of Retirement?

Retirement is really kind of an interesting concept. In fact, “retirement planning” has only been around for a few decades. If you were born in the […]
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May 7, 2019
Published by jason at May 7, 2019
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Fear and Greed Index

“We are now in a bear market – here’s what that means.” CNBC headline on December 24, 2018 “The stock market rally to start 2019 is […]
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March 11, 2019
Published by Allison Dunlap at March 11, 2019
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The Tax Law – One Year Later

Tax season – that period between January and April 15th, when most people file their taxes – is often a hectic time. But this year’s tax […]
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February 21, 2019
Published by Allison Dunlap at February 21, 2019
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“Can’t We All Just Get Along?”

Didn’t November and December stink???? Well, not the holiday stuff . . . but the market sure made my stomach do some somersaults!  And, what was […]
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January 7, 2019
Published by Allison Dunlap at January 7, 2019
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Yearly Reflections – 2018

2018 is in the books, and for many of us . . . . Good Riddance!!!  But, it is always enlightening to look back over the […]
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