Market Updates
July 5, 2024

June 2024 Market Recap: Stock Market Heat Wave

As we move into the second half of 2024, the US economic engine is chugging along. Strong growth in employment and wages has boosted disposable income for workers. Household net…
College Planning
June 21, 2024

2024: Unraveling the Tumultuous Year of the College Admissions Process

Our colleague and college specialist Donna Cournoyer contributed the following update for college planning Applying to college can be a complex and multifaceted process, including several steps and requiring careful…
Financial Planning
June 14, 2024

Understanding the Future of Social Security

Our colleague and MFA founder Susan Moore contributed the following update on Social Security As financial advisors, a frequent concern we hear from clients revolves around the future of Social…
Investment Strategy
June 7, 2024

Avoiding the Pain Trade

On May 22, the Dow Jones Industrial Average, one of the oldest stock indices in the US (made up of 30 “blue chip” stocks), reached a new all-time high of…
Market Updates
June 1, 2024

May 2024 Market Recap: Warming Up

April showers gave way to flowers during the first half of May. Stock market declines seemed to have been a function of early spring. As investors anticipated clearer, brighter weather…
Reading Recommendations
May 31, 2024

Thinking in Bets

Annie Duke knows a thing or two about risk and how to manage it. As a former World Series of Poker champion, with total tournament winnings of over $4 million,…
Financial Planning
May 24, 2024

Estate Plan Refresh

Spring cleaning season is upon us. As the weather warms and the days lengthen, we typically have a higher level of motivation to clean and refresh our living spaces. This…
College Planning
May 17, 2024

College Planning: 529 Update

529 Plans Provide a Smart Savings Vehicle to Fund Your Child’s College Education, and New Options and Features Make 529s Even More Beneficial Even if you do not have children…
Behavioral Finance
May 10, 2024

Envisioning Risk

For some investors, risk is a dreadful word. Risk is associated with downside and loss. Good if it can be mitigated; better if it can be avoided; best if it…
Market Updates
May 3, 2024

April 2024 Market Recap: Pullback

Throughout the month of April, the financial markets were hit by stronger-than-expected inflation readings. The effect was a pushing back of expectations for interest rate reductions by the Federal Reserve,…

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