Capital InsightsFinancial PlanningHow Diversification and Smart Planning Can Better Inflation-Proof Your FinancesApril 15, 2024For the past couple of years, you’d be hard-pressed to go more than a few days without seeing, hearing, or…
Capital InsightsNumbers and Nuances: Making the Tax Code SimplerInto the Sunset: How the Expiring TCJA Provisions May Affect Your Financial PlanApril 10, 2024The Tax Cuts & Jobs Act (TCJA), passed by former President Trump at the end of 2017, was the first…
Capital InsightsFinancial PlanningMedium-Term Financial GoalsMarch 26, 2024The conversation surrounding financial goals typically focuses on the short and long term. Which makes sense, of course. Naturally, people…
Capital InsightsNumbers and Nuances: Making the Tax Code SimplerInsights from Nicolette & Josh, CFPs® and Enrolled AgentsMarch 5, 2024Welcome to Numbers and Nuances: Making the Tax Code Simpler, your go-to source for insightful articles and short-form content updates…
Capital InsightsMarketsBounds Bounce BackFebruary 21, 2024As a decade of low interest rates came to a rapid end, bonds did not act like themselves in 2022,…
Capital InsightsFinancial PlanningGame Plans for Success: Building a Diversified Portfolio vs. Crafting a Winning Fantasy Football TeamJanuary 16, 2024In the realms of finance and sport, strategic planning and diversity play pivotal roles in achieving success. Building a diversified…