Stewardship and Legacy: Financial Lessons for the Holiday Season

The holiday season has a way of bringing family values to the forefront. As homes fill with the warmth of shared meals, sparkling lights, and the joyful chaos of togetherness, it’s also an ideal time to reflect on one of the most important values we can pass on: a healthy relationship with money. In our […]

The Gift That Keeps on Giving: 7 Ways to Nurture Financial Literacy

The holiday season is a time of joy, generosity, and togetherness, but it’s also a season marked by increased spending and financial decision-making. For parents, this festive period provides a unique opportunity to teach children valuable lessons about money management. With the excitement of gifts and celebrations, children naturally become more aware of the role […]

Navigating Career Transitions: Approaching Retirement with Confidence

Retirement is one of the most significant transitions in life, especially when it follows the end of a lifelong career. After decades of hard work, dedication, and possibly even personal sacrifice, stepping away from your job is a monumental shift. For many, it brings a mix of emotions: excitement for newfound freedom and uncertainty about […]

Elections and the Market: Navigating the Noise of Presidential Election Cycles

As the political noise builds toward the 2024 presidential elections, many American investors find themselves grappling with uncertainty about how the outcome might impact their investment portfolios and retirement plans. With nearly half of investors believing that election results will have a more significant effect on their financial futures than actual market performance, it’s essential […]

Sudden Money: Selling a Business

Selling a business is a monumental milestone, often marking the culmination of years of hard work, dedication, and sacrifice. It’s a time of significant financial and personal transition and can bring about a mix of emotions, from pride to uncertainty about what comes next. As you step into this new chapter, it’s essential to approach […]

Sudden Money: Navigating Widowhood

Becoming a widow can be an incredibly painful experience, often accompanied by a whirlwind of emotions and an overwhelming list of responsibilities. Beyond the grief, the financial implications of losing a spouse can add layers of complexity to an already challenging time. In this blog, we’ll explore how to manage these new financial realities with […]

Sudden Money: Navigating the Complexities of Inheritance

Inheriting money can be a double-edged sword. While it can provide financial security and opportunities, it may also come with difficult emotions attached. As a financial advisor, I’ve seen firsthand how challenging it can be to navigate the intricacies of managing a sudden windfall, especially when it comes in the wake of a loved one’s […]

Sandwich Generation Webinar Recording: Between a Breadwinner and a Caregiver

Many middle-aged adults find themselves helping a parent and raising children. In this recorded webinar done in partnership with the UAB National Alumni Assocation, we discover how to handle the needs for aging parents during a life stage with many important roles. The sandwich generation refers to those in their forties and fifties who are […]

Currency Effects on Non-U.S. Stock Returns

It’s no secret that over the last 10 years, non-U.S. stock returns have trailed U.S. stocks. However, you might not know that, from the perspective of U.S. investors, non-U.S. market returns over this period have been meaningfully affected by something other than the stocks themselves — currency. When U.S. investors buy foreign stocks, they become […]