Financial Windfalls

Coco Gauff recently made headlines as the 10th teenager to win the Women’s US Open Tennis Tournament, adding a Grand Slam and $3 million to her record. When asked what she would do with her winnings, Gauff replied...

Five Considerations for New or Expecting Parents

Out of all of life’s changes, having a baby can be the most rewarding, and also the most impactful to your future. Call it a cliché, but it’s the truth: everything changes with kids. There...

RIA - Not Just Another Acronym

When an individual, family, or business owner seeks financial advice, most would agree that they are looking for sound financial guidance from a trusted advisor, while maintaining a transparent relationship....

Retirement Accounts

An integral part of any financial or investment plan is goal setting. The most common goal is retirement; sure, some people plan to work forever, but most would like to set their future selves up for...

More Than One Right Answer

Rarely does a week go by that we’re not challenged with a financial decision. Can I afford to buy a car? When should I buy a house? Am I saving enough for my kids’ education? How much do I need to...

Emerging Markets: Apple’s Play in India

In almost any public place in the U.S., you’re probably within an arm’s length of an iPhone. In fact, earlier this year, the Wall Street Journal reported that “Apple’s share of worldwide...
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