2023 Summer Reading List
Summer is a time of warmth, sunshine, and relaxation—a perfect opportunity to unwind and immerse yourself in the captivating world…
New and Noteworthy Changes Coming to 529 Plans
529 Plans are education savings accounts that have been evolving since their creation more than twenty-five years ago. The enactment…
Medicare Changes in 2023
As we begin to say goodbye to winter and usher in spring here in Washington, DC, change is often expected,…
Planning for Financial Literacy
As we wave goodbye to tax season and usher in spring, our thoughts and conversations with clients begin to include…
Building Back Better: New Administration Bets Big on the Economy
President Joe Biden formally announced his COVID-19 stimulus plan on January 14, 2021, and on March 11, 2021, it was…
Pandemic Purchasing: buying a home during the time of COVID-19
For many first-time home buyers last year, the process looked a little different than how they may have imagined. Open…
Spotlight on Women: In Business and Beyond
Gender inequality in the financial industry, on both the professional and personal side, is not just a social or legal…
Diversification: Back and better than ever
Diversification is in the running for one of the most-used words when describing any type of investment strategy. It bears…