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Hot Takes with a Long-Term Point-of-View

We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.


Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm. 

Featured Posts

Investment Review

Investment Review

Looking back on stock returns in 2022 may feel like a gloomy exercise, but pull back and look at combined returns for the past four years and things don’t look bad.

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Health Savings Accounts (HSAs)

Health savings accounts are triple tax-advantaged. These accounts have become increasingly popular, as they allow employees access to a tax-deferred means of saving money to pay for medical costs now and in retirement.

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