Presentation | Family Dynamics Event
The recording of our recent Family Dynamics event with Christy Brimm, LPC, of Two Bridges Counseling, is now available. Read More
The Quest for Certainty
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
Webinar | 2023 Medicare Update
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
A Seasonal Chill
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
U.S. Credit Downgrade
On Tuesday this week, the ratings agency Fitch downgraded the United States’ credit rating one notch from its highest rating, AAA, down to AA+. This was the first time the U.S. has seen a downgrade since almost 12 years ago to the day, when S&P downgraded it after Congress voted to raise the federal debt ceiling on August 5th of that year. Read More