Blog
Stay informed on the things that could influence your financial picture the most.
We offer research and articles.
Social Media: #NewestBusinessLiabilityRisk
The stories of social media fails are legendary—companies using inappropriate humor regarding serious social issues, typographical errors, and pop references that backfire.
A Brief History of Estate Taxes
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.
October 13, 2025 Weekly Market Insights
Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week.
Insurance Needs Assessment: Married With Children
A growing family, by definition, means growing financial obligations—both present and in the future.
Should You Borrow from Your 401(k)?
The average credit card balance is $6,371 as of July 2025. With the average credit card annual percentage rate sitting at 25.34%, it represents an expensive way to fund spending.