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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.

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

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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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