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5 Stages of Financial Independence

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?

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 […]