Uncategorized
September 3, 2025

August 2025 Market Update: Good Times for Investors

One way to characterize “good times” in the financial markets is when prices go up and returns are positive. Based solely on these criteria, August was a good time: stockholders have…
College Planning
August 29, 2025

It Is Always a Good Time to Start College Planning

Beginning college planning can be an overwhelming thought for anyone. The thing about college planning is – the sooner you start, the better and calmer you will feel about the…
Financial Planning
August 15, 2025

The Outlook for Social Security

In this article, MFA founder Susan Moore demystifies the headlines and hype around Social Security, and answers questions that are on the minds of many people who are approaching, or…
Market Updates
August 5, 2025

July 2025 Market Recap: Somnolent Summer – So Far

During the summer of 2025, financial markets have been somnolent – so far. In a typical month which has 21 trading days, the S&P 500 index of large company stocks registers…
Reading Recommendations
July 9, 2025

Summer Reading Series: Wild

Summer Reading Series: Non-Fiction Wild by Cheryl Strayed A good summer read requires the ability for your mind to be fully transported into another person’s story and life and out of…
Reading Recommendations
July 8, 2025

Summer Reading Series: The Thinking Machine

Summer Reading Series: Biography The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip by Stephen Witt This captivating biography doubles as a sweeping chronicle of the modern tech…
Reading Recommendations
July 8, 2025

Summer Reading Series: The Wide Wide Sea

Summer Reading Series: Narrative Non-Fiction The Wide Wide Sea: Imperial Ambition, First Contact, and the Fateful Final Voyage of Captain James Cook by Hampton Sides This is a detailed and morally…
Reading Recommendations
July 7, 2025

Summer Reading Series: 1776

Summer Reading Series: Non-Fiction 1776 by David McCullough This book brings to life the pivotal year of the American Revolution with impressive detail and compelling storytelling. Focusing primarily on George Washington…
Financial PlanningReading Recommendations
July 6, 2025

Summer Reading Series: Rethinking Investing

Summer Reading Series: Personal Finance Rethinking Investing by Charles D. Ellis Comprehensive, to-the-point, and short, Ellis’ Rethinking Investing: A Very Short Guide to the Long Term gives key tenets on how to achieve…
Reading Recommendations
July 5, 2025

Summer Reading Series: Non-Fiction

Summer Reading Series: Non-Fiction The Power of Wonder by Monica C. Parker Have you ever wondered where all your curiosity went? Do you see it sometimes in a small child and…

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