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Chris McAlpin: Jul 23, 2024 1:56:47 PM
Estate planning is something that comes with a lot of questions. One I hear often is, "Do I even have an estate to manage?" This can range from simple concerns to more complex issues like avoiding estate taxes.
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4 min read
Chris McAlpin: Jun 24, 2024 10:55:27 AM
What's going on with the consumer? Why does it matter? Why does it matter in the U.S. economy, but also why does it matter in the markets? These are...
5 min read
Chris McAlpin: May 24, 2024 8:32:37 AM
In this month’s client presentation, we’re taking a look at the markets in general, as well as our investment framework — the framework by which we...
2 min read
Chris McAlpin: May 2, 2024 9:08:06 AM
Recently, you may have seen a lot of activity in your investment accounts. As a result, you might understandably be wondering what is going on:
3 min read
Chris McAlpin: Apr 24, 2024 1:49:35 PM
Editor’s Note: This month’s client presentation included a hands-on, interactive demonstration of a risk management tool we use with our clients...
7 min read
Chris McAlpin: Mar 25, 2024 3:51:39 PM
Smart investors like you have undoubtedly heard of the Federal Reserve. You also probably know they possess incredible influence, with their interest...
1 min read
Chris McAlpin: Feb 19, 2024 3:10:19 PM
This is the precise question we answered earlier this week, during our monthly client presentation. During this conversation, our lead investment...
4 min read
Chris McAlpin: Jan 12, 2024 11:34:26 AM
Happy New Year! One of our resolutions, if you will, for this year is to take a moment to stop and celebrate the wins in our lives. To be honest,...
6 min read
Chris McAlpin: Dec 20, 2023 4:49:58 PM
Risk is both a feature and a bug of investing. That means the most critical way you can empower yourself to make smarter financial decisions (and...
5 min read
Chris McAlpin: Nov 14, 2023 7:47:45 AM
Why aren’t we making more money? “Why am I not making more money, and how can we fix that?” Over the past couple of months, this is the question I’ve...
