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5 Stages of Financial Independence

July 6, 2022 in /by

As we cross the midpoint of 2022 and celebrate America’s independence, we thought it appropriate to recognize that many of our clients are on their own paths to freedom: financial freedom. Reaching financial independence can be a daunting goal to think about, so we’ve set a few big milestones to guide you on your journey. […]

What is the bond market telling us about inflation?

July 27, 2021 in /by

There are few metrics that have a larger impact on a financial plan than the inflation assumptions. While we always know that projections are just that, our field is one of uncertainty. And putting together a reasonable estimate of how your costs are likely to change in the future is high on the list of […]