What is Wealth? (Part 1)

You’re probably wondering why we would write a blog asking a question like this. After all, we are in the business of Financial Planning and Wealth Management. However, it is important to dig deeper into this question. What truly is the meaning of wealth?

With 2022 In The Rearview Mirror, What’s Next?

We made it. For investors, 2022 was the most challenging year since the 2008 financial crisis. The stock market was a rollercoaster, bombarded with high inflation, historical interest rate hikes, war in Ukraine, high commodity prices, and an assortment of other challenges. With 2022 behind us, can we look forward to a better year for the markets in 2023?