There are a lot of questions about the Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.
Our Perspective: Christo and Jeanne-Claude Exhibit
2021 Q3 financial market update - what you should know.
Financial Lessons We Can Learn From Olympic Athletes
We can all learn some lessons from Olympic athletes - even lessons we can apply to our financial fitness. The mindset with which you approach your finances isn't so different from an Olympian's approach to their sport.
Is Inflation Haunting Your Financial Dreams? Part 2: What You Can Do About It
What should you do with your investments if inflation occurs?
Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
Is inflation getting worse? Or is there some sense to be made of the changing financial picture?
7 Reasons Why It’s Time to Stop DIY Investing and Hire a Financial Advisor
You may think you can manage your own investment portfolio but there are benefits to letting a financial advisor do it for you. Here are 7 reasons why.
The World Is Embracing Virtual Spending: Which Payment App Is Right for You?
How do you know which virtual payment option is right for you? Here are 7of the top apps available to most consumers right now.
Your Summer 2021 Financial Update
Financial industry trends in Q2 2021
Improve Your Finances: Why A Digital Detox Can Save You Money
Too much screen time may mean that you spend more. Consider a digital detox. Reset your spending habits with these 5 tips.
Protecting What’s Yours After You Pass, Part 2: Step-by-Step Estate Planning
If you’ve put off your estate planning, taking the initial steps can be daunting. Find out what steps to take to help create your estate plan.









