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Our Advice as Ukraine Crisis Becomes Reality

2022-03-01T15:33:50-05:00

Our Advice as Ukraine Crisis Becomes Reality As alluded to in our Q4-2021 Client Letter, after a calm and steady rise in 2021, stock market volatility has returned with a vengeance in 2022.  Indeed, just when the coronavirus Omicron variant was rapidly fading into the rearview mirror and life was returning to normal, [...]

Our Advice as Ukraine Crisis Becomes Reality2022-03-01T15:33:50-05:00

Highlight: 529 Plans

2020-05-29T09:03:00-04:00

HIGHLIGHT: 529 PLANS May 29, 2020 A college education is one of the largest and most important investments you’ll ever make.  Unfortunately, the cost of this investment has risen rapidly, illustrating the downside of the “Miracle of Compound Interest.”  The average annual cost of college in the US for the 2019-2020 [...]

Highlight: 529 Plans2020-05-29T09:03:00-04:00