We discuss important investment, tax, charity and estate and legacy questions to discuss with your financial advisor in 2023 before the end of the year to help you achieve your financial goals and become more joyful and confident in your financial future.

As the holiday season approaches lets take a moment to reflect on not on yourself, but the world around you.

Explore the dynamics of stock buybacks, their impacts on shareholders, and the strategic considerations behind them.

As summer ends and children return to school, consider utilizing 529 plans for education goals. 529 plans offer tax-deferred growth and tax-free withdrawals for Qualified Education Expenses, including tuition and related costs. Eligible for K-12 tuition too, 529 plans offer flexibility, with options like changing beneficiaries or rolling balances. For more tailored advice, reach out to us to discuss your family's education plans.

Uncover the dual nature of stock buybacks as a tool for value creation or destruction. Explore their intricacies and impacts

Many investors are unaware of the true costs associated with their investments. In this blog, we shed light on two significant sources of investment costs: fund management fees and custodian/brokerage costs. By exploring expense ratios, loads, and fee disclosures, readers can gain insights into the impact of these costs on their investment returns and make more informed decisions.