DOORS OPEN | DOORS CLOSE
by Mike Maehl The year 2024 was full of many surprises—both positive and negative—that seemed to come out of nowhere. Just like every other year. A common theme was that the US economy, while not perfect, […]
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Estate Planning for Young Professionals
By Andrew Harvey AIF®, CPFA™ I’ve written in the past about how it’s never too early for a young professional to engage in the financial planning process. Similarly, outlining the key aspects of your estate […]
Charitable Giving 101: 4 Key Considerations
By Andrew Harvey With the holiday season close at hand, this time of year often brings a bevy of worthy causes to your doorstep and social media feed asking you help as they pursue their […]
Let’s Talk About The Debt Ceiling
THOUGHTS ON THE DEBT CEILING TALK It’s hard to not see or hear a scary story about the debt ceiling lately. Remember, the US can literally print our own currency. This is why any comparison […]
Cryptocurrencies, NFTs, Meme Stocks and the Dangers of the “Next Big Thing”
Cryptocurrencies, NFTs, Meme Stocks and the Dangers of the “Next Big Thing” By Andrew Harvey, AIF®, CPFA™ FOMO (Fear of Missing Out) was a driving force in marketing and investing long before it was […]
