Blog posts by tag
Q3 2023 Advisor Insights: Simple Solutions for High-Interest Rates
Tue, 07/25/2023 - 11:31 Wealth management
by Keith Blakely, CFA Money Market Funds are yielding 5%. A 10 Year US Treasury Note is yielding just shy of 4%. Thirty-year mortgage rates have floated around 7% in 2023. This is quite the turnaround over the past 18 months. Interest rates are now as high as we have seen since the mid-2000s – not quite to levels that we witnessed …
Summertime Wealth: Navigating Financial Success Under the Sun
Tue, 07/25/2023 - 09:54 Wealth management
by Kathy C. Thompson, J.D. Welcome to the latest edition of our quarterly wealth management newsletter! As we embrace the warmth and vitality of the summer season, we invite you to embark on a journey of financial exploration and prosperity. Just as summer brings opportunities for outdoor adventures and memorable experiences, it also offers …
Q2 2023 Advisor Insights
Thu, 04/20/2023 - 15:24 Wealth management
Set your retirement plan ‘on FIRE’by Keith BlakelyFor the vast majority of Americans, retirement is a 40-year journey that starts with obtaining an education, landing a job, saving 10 to 15% of your salary in your retirement account, and building your nest egg through your working years.In recent years, there has been a movement taking place that …
Preparing Our Next Generation for Financial Success
Thu, 04/20/2023 - 15:01 Wealth management
by Jason Hamilton Over the years, I’ve coached many of my son’s teams and enjoyed every moment of it. As a parent, I do it to be involved in his daily life as much as possible. I guess it’s part of my thought process that I want everything for him and his sister to be better than I had it growing up, not because I didn’t have a great childhood, …
It's March Madness: A Webinar Addressing Financial Market Headlines
Fri, 03/17/2023 - 12:02 Wealth management