The recording of our recent Family Dynamics event with Christy Brimm, LPC, of Two Bridges Counseling, is now available. Read More

By Tim Egart, CFP®,  AIF® In any given day, Google manages about 8.5 billion web searches – an astounding number.  With over 3 trillion searches per year, technology has allowed us to have an answer to basic and complex questions.  In 2023, the most asked question thus far is “how many ounces in a cup?” … Read More

If you’re new to Medicare, enrollment process can be complex and challenging. And if you’re already enrolled, the open enrollment period is your opportunity to adjust your coverage and make sure you’re getting the most from your Medicare coverage. In a recent webinar, James Blake discussed what you need to know for the upcoming Medicare… Read More

The economy remained resilient during the third quarter, prompting some excitement that the Federal Reserve (the Fed) could engineer a soft-landing for the U.S. economy. Read More

The year 2023 has started much differently than 2022 as both the stock and bond markets have rebounded from the lows that we saw last October. Despite elevated inflation, rising interest rates, and continued geopolitical disruptions, the U.S. economy has remained resilient, and a recession does not appear imminent. Despite this positive beginning, we are still likely to see slower growth and potentially a recession within the next year as the Fed is expected to possibly raise interest rates two more times and credit conditions continue to tighten. Read More

In a recent webinar, Ryan Green and Cliff Aque discussed alternative investments: how they can broaden portfolio diversification, help lower volatility, and reduce a portfolio’s reliance on public markets for performance. The recording of the event is available below, and we invite you to connect with our team should you have any questions or would… Read More

Another tumultuous quarter is behind us after a banking crisis was added to the mix of worries that still include persistent inflation, continued rising rates, the war in Ukraine, tensions with China, and of course, the looming recession. Overall, performance across most major asset classes was positive during the first quarter, led by large cap growth companies. In our last quarterly update, we said we expected the choppy environment to stay with us through at least the first half of 2023, and we expect that will continue to be the case as investors look for more clarity around the issues mentioned above. Read More

Most of us have heard of the new generative AI technology, ChatGPT, which is taking the internet by storm. ChatGPT can answer questions about history, write a bedtime story, help someone figure out a problem in a line of code, write a poem about coffee, write a cover letter for a job application, engage in conversation, and more.

Open AI describes ChatGPT as a sibling model to InstructGPT, which is trained to follow an instruction in a prompt and provide a detailed response. On their blog they say, “We’ve trained a model called ChatGPT which interacts in a conversational way. The dialogue format makes it possible for ChatGPT to answer follow-up questions, admit its mistakes, challenge incorrect premises, and reject inappropriate requests.”1 Read More

Last year, we shared a blog describing the harrowing experience of Ernest Shackleton and his crew as they embarked on a journey to cross the Antarctic continent. See that blog post here.  While our current bear market pales in comparison to their life and death experience, we sought to connect the adventure in two ways Read More

The past week has seen several large bank failures that we have not seen since 2008 during the Great Financial Crisis, but this time is different. While it does feel quite sudden, the problems at these banks have been brewing for the past several months, and stem primarily from their exposure to companies tied to the cryptocurrency markets (crypto) and venture capital (VC) Read More