"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case." — Robert G. Allen October is usually an interesting month for the markets, more so in a Presidential election year. This time around we found market action to be relatively subdued. The … Read More
FAFSA 2025-2026 Application – What You Need to Know
The rollout of the 2024-2025 FAFSA application brought unexpected challenges that many families and schools struggled to navigate. Due to administrative delays and the complexity of implementing the FAFSA Simplification Act, the form's release was pushed from its traditional October 1 launch to … Read More
Stock Market Commentary: October 2024
“History shows us, over and over, that bull markets can go well beyond rational valuation levels as long as the outlook for future earnings is positive.” – Peter Bernstein Normally a hard month for investors, September was positive almost across the board for all the indexes we follow. The lone … Read More
Stock Market Commentary: September 2024
“Stay humble or the market will do it for you.” – Todd Harrison August, what we have observed to be a month that can be hard on investment returns, turned out to be a decent month for investors. US large cap stocks did well, with the Dow Industrials and S&P 500 both posting positive gains. … Read More
How To Afford Private School Tuition on a Six-Figure Income
Private school tuition is a significant financial commitment that many families face – even those with six-figure incomes. Many high-earning young professionals struggle to balance various financial priorities, such as paying down debt, saving for retirement, and securing the best possible education … Read More
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