August 2019 Investment Update: Muddling Through a Temperamental Market A record-setting start to the year has been abruptly halted by trade turmoil and an inflection point for bonds and interest [...]

Congress has signaled that new legislation primarily affecting retirement assets is likely to pass and become law this year. We won’t know the full impact until the ink is dry on the bill, but in [...]

Our July webinar focused on how to talk to your kids about money. The presentation covered topics including money by stages, learn to earn, making saving and investing fun, and net worth doesn’t [...]

Today, the US Women’s soccer team celebrated an unprecedented back-to-back championship and their fourth world championship overall. This team captured the attention of our nation and the hearts [...]

Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax situation, comparing different tax [...]

Melissa was recently a guest on the Money Savage podcast with George Grombacher. They discussed the keys to financial confidence. Click below to listen in.  

We’re nearing the midway point of the calendar year and the world of investing is creating new narratives with each passing day. Here are five themes on markets and financial planning we’re [...]

Our May webinar focused on College Savings. The presentation covered topics including College Costs and Future Projections, Savings Strategies for College, Financial Aid & Tax Credits, and [...]

In April, Melissa Joy was a guest on the “Fresh Off the Vine” podcast. Fresh Off the Vine is a podcast hosted by Karen Coyne, CFP®, who happens to be a friend of Melissa’s and fellow member of [...]

Tax Season Wrap-Up: Act Now to be Prepared for 2019 You’ve filed your taxes, or at least paid what you owe, but take a few extra steps to wrap up this tax season. Review this list for actionable [...]