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Wednesday, May 22, 2024

"What is the number you need to retire comfortably...?" It may not be as simple as that, but we are here to guide you to a comfortable future.

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Here are some tips to guide them to financial success.

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population. Many parents of children with disabilities choose to establish a special needs trust.

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships...

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Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Tuesday, December 12, 2023

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent.

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Friday, October 20, 2023

The investor community is evolving. Investors are becoming more curious and informed, and because of this, they need more transparency from their advisors on costs and investment selections.

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

Wednesday, October 11, 2023

We are devastated by the tragic events unfolding in Israel catalyzed by the horrific Hamas attack over the weekend. Apart from questions about the human impact of these shocking acts, you may question what this means for markets....

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Thursday, September 28, 2023

Answering your questions on AI and explaining ways it might impact our future. When was AI first invented? How will AI transform U.S. industries? Will AI create a disruption in my career? How will AI change how I interact with my advisor?

Friday, September 22, 2023

Just like in golf, investing has its ups and downs. Here's how to stay the course and stick to your plan.

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Tuesday, August 22, 2023

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...

Friday, August 11, 2023

You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...

Wednesday, August 2, 2023

Creating your legacy does not happen overnight, and it doesn’t come without strategy and hard work.

Tuesday, July 25, 2023

Over the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...

Thursday, July 20, 2023

In the third edition of our semi-annual market and firm review we discuss recent news within our team, where we see the market heading, how our investment process works, the effects of artificial intelligence, and more..

Tuesday, July 11, 2023

Changes to 529 plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...

Monday, June 26, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

Thursday, May 11, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

Wednesday, April 12, 2023

As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...

Tuesday, March 21, 2023

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a...

Thursday, January 12, 2023

THE LATESTThe volatility that the market experienced in 2022 is likely to continue, but our outlook for 2023 has improved. The Fed is trying to thread the needle between slowing growth enough to curtail inflation while at the same time...

Friday, December 9, 2022

As our first full year at Olistico comes to an end, we wanted to provide another update on the state of the market and some of the events going on within our team. Click below to read Volume II of “Retrospect”.Click Here to...

Tuesday, November 29, 2022

OUR EXPECTATIONSInflation in 2022 is set to peak at its highest level in four decades, but we think there’s less cause for concern in 2023 and beyond. High demand during a period of easy-money policy combined with supply chain...

Wednesday, November 9, 2022

WHERE WE WEREThe month of October tends to be the most volatile month of the year with more 1% or greater moves in the market than any other month. Thankfully, those moves have resulted in October being the third best performing month...

Thursday, October 13, 2022

WHERE WE WERESeptember is historically a rough month for the stock market, and this year was no different. Fears of rising interest rates, high inflation, and downgrades in analyst earnings estimates have continued to shock equities...

Thursday, September 8, 2022

WHERE WE WEREAugust was characterized by the conflict between Fed rhetoric and the prevailing market narrative, as investor sentiment swung from cautious optimism to anxiousness for an uncertain future.The market continued its...

Tuesday, August 30, 2022

Have you taken the time to create an estate plan? If not, you’re far from alone. Only 46% of U.S. adults currently have estate planning documents, according to a survey by Gallup. For those under the age of 50, the figure is even...

Monday, August 8, 2022

WHERE WE WEREJuly saw the market rally as we observed the S&P 500 index soar +9.1%, signaling the greatest monthly gain since November 2020. This comes despite worrisome reports surrounding inflation and GDP growth which saw rates of 9...

Monday, July 18, 2022

To celebrate Olistico’s first year, we wanted to update everyone on the state of the market and some of the exciting events going on within our team. Here is Volume I of “Restrospect”.Click Here to Read Retrospect...

Wednesday, June 29, 2022

Today’s young professionals face a variety of challenges when it comes to money management, from consumer prices rising by 8.5% this year to continued stock market volatility. This can make it difficult to create successful...