Written by Anna Davey, FPQP™ When we reflect on the concept of wealth, we don’t just think about the monetary value of the assets or resources that have been accumulated — we also consider the opportunities it can provide and the feelings it can provoke. Accumulating wealth allows us to dream about the future, about… Read More

Transitioning to life after college can be difficult, particularly when it comes to your finances. Many recent college graduates are financially independent for the first time, and studies have shown that their expectations are often not aligned with reality: 43% of recent graduates expected to receive a higher salary than they currently earn.  The first… Read More

It’s fair to say a lot happened in the first quarter of 2021. We began the quarter with a contested election, and then the inauguration of a new administration. The investing lexicon expanded as we experienced our first (but likely not the last) “meme stock craze”. By the end of the quarter, 97.6 million people… Read More

In this article, we discuss the pace of economic recovery, monetary policy, and what this might mean for U.S. equity markets as winter comes to an end. Read More

“I will impart a knowledge of the Art to my own sons, and those of my teachers, and to disciples bound by a stipulation and oath according to the law of medicine, but to none others. I will follow that system of regimen which, according to my ability and judgment, I consider for the benefit… Read More