What Would Goldilocks Do?

So far this year, the S&P 500 has broken its previous record high six times and has appreciated about 8% since the end of 2016. The run actually began in the last two months of 2016, after the election, when optimism surged over the new administration’s market...

Why Use a Financial Planner?

Typical family finances are not rocket science… live within your means, pay down high-interest debt, save for a rainy day, and so on. However, financial planning can encompass a wide gamut of services, from the basic (If I pay an extra $500 a month on my mortgage, how...