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Outlook 2022 - Staying in the Zone
We expect solid economic and earnings growth to help stocks deliver gains in 2022. The mid-cycle push Looking more closely, in a...
hillary745
Jan 2, 20221 min read
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Time to Tune-Up Your Financial Plan
There are fundamental steps you can take to get on-track with your financial plan. Planning for your financial future is a critical...
hillary745
Dec 16, 20213 min read
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Outlook 2022
Passing the Baton - Presented by LPL Research Our resurgent economy grew at over a 6% pace in the first half of the year and is on track...
hillary745
Dec 12, 20212 min read
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High-Net-Worth Individuals and Charitable Giving
Benevolence does not have to come at the expense of tax savings. Lets be clear: Charitable giving is a standalone act whose value is to...
hillary745
Dec 9, 20212 min read
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Smart Investments Can Pay Off Down The Road
Looking to begin an investing journey? We offer tips to help guide your strategy. There are no shortage of tips for investing. In fact,...
hillary745
Oct 26, 20213 min read
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Budget–It’s Not a Bad Word
Take stock of your spending habits and create a budget. Seeing the numbers in front of you can help you understand your financial...
hillary745
Oct 20, 20212 min read
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Remembering September 11…and the Day After
This month, we observe the twentieth anniversary of the September 11 attacks. But there’s another day I feel we should be observing, too....
hillary745
Sep 9, 20213 min read
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529 Plans: The Big Questions Answered
For National College Savings Month coming in September, we discuss several burning issues about these popular college savings vehicles....
hillary745
Aug 25, 20213 min read
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S&P 500 Cuts Losses to Clinch Record Highs
According to data published by Investing.com on August 16th, the S&P 500 cut losses to hit all-time highs on Monday, shrugging off offset...
hillary745
Aug 19, 20212 min read
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College is Expensive. Make Sure You Have a Plan in Place.
Are you aware of the different options available to you when saving for your children’s (or grandchildren’s) college costs? Here is a...
hillary745
Aug 6, 20212 min read
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Budgeting Tips for Weddings
WEDDINGS ARE EXPENSIVE. NO KIDDING, RIGHT? AND NO MATTER WHO’S FOOTING THE BILL, FEW OF US CAN WRITE A BLANK CHECK WHEN THE BIG DAY...
hillary745
Jul 21, 20213 min read
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Recent Market Performance
Markets Resilient As We Enter the Second Half of 2021 U.S. and International Equities Most of the U.S. and international markets were...
hillary745
Jul 13, 20213 min read
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It’s the Gift That Counts: Considering Different Charitable Donations
Whatever your reason for giving, think of different ways you can have an impact on the causes you care about. If you plan to itemize...
hillary745
Jun 15, 20212 min read
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Are You Prepared for Financial Surprises?
A job loss, an illness or an unexpected expense are not things we typically like to think about. Having a plan in place can help reduce...

Longleaf University
May 26, 20212 min read
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Common Retirement Investment Mistakes
There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments. Only...
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Apr 14, 20212 min read
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