Private school tuition is a significant financial commitment that many families face – even those with six-figure incomes.(1) Many high-earning young
Blog
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
Stock Market Commentary: December 2024
“Have an opinion on what the market should do but don’t decide what the market will do.” - Bernard BaruchIn a Presidential election year, November has
Stock Market Commentary: November 2024
"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case." — Robert G. AllenOctober is usually an
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
Stock Market Commentary: September 2024
“Stay humble or the market will do it for you.” – Todd HarrisonAugust, what we have observed to be a month that can be hard on investment returns,