Medium-Term Financial Goals

The conversation surrounding financial goals typically focuses on the short and long term. Which makes sense, of course. Naturally, people…

Bounds Bounce Back

As a decade of low interest rates came to a rapid end, bonds did not act like themselves in 2022,…

What’s New in Charitable Giving?

For non-profit organizations and charitable foundations, the beginning of the Fall season is eagerly anticipated each year; and it’s not…

State of Crypto 2023

Crypto Compass is excited to be back and bringing you up to speed on the latest news and trends in…

Survive and Advance

  March is my favorite time of year. I like the way the transition in the sports world in March…

Retirement Savings Changes

Americans have been warned for years of an impending retirement crisis. In 2019, Boston College estimated there was a $7.1…

Medicare Changes in 2023

As we begin to say goodbye to winter and usher in spring here in Washington, DC, change is often expected,…

Charting a Course for 2023

Investors had to navigate an environment full of twists and turns in 2022. After hitting a new all-time high in…

2022 Year In Review

To say that 2022 was a challenging year for the markets would be an understatement. The stock markets saw big…

Financial Wellness Check

As crazy as it may sound, we are more than halfway through 2022. Now is a great time to give…

Crypto Compass: NFTs & The Metaverse

What are NFTs? Before we dive into the mind-boggling concept of the metaverse, let’s start by breaking down NFTs. Nonfungible…

Preventing Over-indebtedness

Before the COVID-19 pandemic, a large portion of the country was struggling with debt and many estimate that one in…

Planning for Financial Literacy

As we wave goodbye to tax season and usher in spring, our thoughts and conversations with clients begin to include…

Bitcoin and Ethereum Explained

Bitcoin What is it? In the first post we dove into what exactly cryptocurrency is, but not any of the…

Preparing Taxes

We have all likely heard Ben Franklin’s quote about there being only two certain things in life: death and taxes.…

Crypto Compass: Cryptocurrency

Welcome to my Blog Hi and welcome to my blog, Crypto Compass. When I set out to learn about cryptocurrency,…

Who is Alexandra Armstrong?

This is supposed to be a short essay on Alexandra Armstrong – a little recap of her climb up from…

Year End Planning for 2021

It is that time of the year again – crisp fall air and holidays approaching – which is also time…

Inherited IRA Rules

If you plan on leaving IRA and retirement plan assets to heirs — or if you stand to inherit retirement…