Category: Articles

Capital Market Review – August 2023

The summer stock market rally came to a halt in August. As volatility increased, the S&P 500 Index ended the month 1.6% lower than it began. The only S&P 500 sector ending the month higher was energy, while utilities brought...

An Underrated Retirement Savings Vehicle: The Health Savings Account

There are various strategies for saving for retirement. One method that is often overlooked is using a Health Savings Account (HSA) for retirement planning. The HSA’s Unique Power Why use an HSA for retirement? Shouldn’t HSAs be used to pay...

The Current Economy: “It was the best of times, it was the worst of times…”

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season...

Money Scripts: Understanding the Psychology of Money and Wealth.

Have you ever been discussing a purchase with your spouse or partner and suddenly found yourself feeling intensely angry, sad, or happy? Or does this conversation sound familiar? While on the surface, this is a fight about groceries, it’s really...

First Half 2023 and Index Concentration

The most telegraphed recession in history must wait a little longer before coming to fruition. Economic data through the first half of the year remained mixed, with the labor market and service industries remaining strong. However, manufacturing is experiencing some...

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