Matthew Davis, CFP®Feb 4, 20204 minThe Coronavirus: What We Know and the Potential ImpactThe coronavirus currently spreading from China has garnered much attention during the last several weeks.
Hannah Boundy, CFA®, CFP®Jan 5, 20202 min2019: A Year in ReviewAs a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.
Matthew Davis, CFP®Jan 4, 20204 minOpportunities and Challenges from the SECURE ActDuring the final weeks of 2019, the Senate passed significant tax and retirement reforms that were signed into law by the President.
Hannah Boundy, CFA®, CFP®Nov 26, 20194 minThe Importance of HabitThere’s a saying that “knowing is half the battle.” The idea is that as long as you know about an issue, you’re halfway to resolving it.