Over the past four years, we have all felt the squeeze of rising prices – from our grocery bills doubling to skyrocketing interest rates on homes and cars. Insurance premiums and property taxes have also surged dramatically in just the...
Key Takeaways In keeping with the theme of Spotify (or Apple Music) year-end wrap-ups, I reviewed articles and notes I saved throughout the past twelve months. Like in previous years, I am once again surprised that events that were significant...
Joe Clark, CFA®, director of research, discusses trending topics in today’s investment world as we head into 2025. What is Direct Index Investing? Direct indexing is essentially creating an index fund tailored to a client’s specific needs. Rather than investing...
“To care for those who once cared for us is one of the highest honors” – Tia Walker As we age, so do our loved ones. In childhood, our role transitions from being nurtured to becoming the caregiver. This involves...
My son was born in the early hours of a snowy December morning, weighing a sturdy 9 pounds, 6 ounces. Throughout his first year, he was always at the top of the growth charts and surpassed developmental milestones, leading our...
