Posts from our Team

    6 Money Conversations to Have in a Long-Term Relationship

    February often sparks talk of love and romance, but there’s another topic of discussion that can help strengthen your relationship with your partner: finances.

    This month’s article of interest, “6 Money Conversations to Have in a Long-Term Relationship,” offers key questions to ask each other to ensure that your goals are aligned, helping avoid confusion or disagreements about your financial future.

    Although we can’t offer advice on love and marriage, we can certainly provide guidance on financial issues that come up during the discussions listed here. If you have questions about this topic, please don’t hesitate to contact our office.

    Quarterly Market Recap Webinar: Behind the Numbers

    Watch Brad McMillan's exclusive quarterly webinar "Behind the Numbers" for his observations on market challenges and emerging opportunities that may affect your financial perspective.

    Decoding the Debt Ceiling Crisis

    As of January 19, 2023, the U.S. government has officially reached the debt limit, and the new Congress has yet to pass a law allowing additional borrowing. What happens next?

    Brad McMillan, CFA®, CAIA, MAI, managing principal and chief investment officer, shares a summary of the situation, and offers his reasoning about why he doesn’t think panic is warranted in his recent article, “Decoding the Debt Ceiling Crisis.”

    It’s Here: What You Need to Know About SECURE 2.0

    On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). Broadly, SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. As such, it encompasses many aspects of financial planning and retirement saving.