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December Insights: Don't Put All Your Eggs...
Perspectives12/09/2024

Don't Put All Your Eggs... Have you ever finished someone else’s sentence in your head only to be surprised by what they actually said?  Newly into my career, I was in Opelika, Alabama to conduct a...

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November Insights: Are You Well?
Perspectives11/25/2024

Are You Well? Today, most employers have wellness programs. They started largely to give employees an incentive to stop smoking. By quitting smoking, they could save money on health insurance. They...

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November Insights: Was that Necessary?
Perspectives11/08/2024

Was that Necessary? A common retort to anyone raising teenagers or working with a difficult coworker might be, “Was that necessary?” If I were Federal Reserve Chair Jerome Powell, I would be asking...

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October Insights: Pop-Tart Economics
Perspectives10/08/2024

Pop-Tart Economics During this Presidential election season, we don't like to talk about politics, but we do talk economic policy and how it might impact our clients and their portfolios. We...

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October Insights: The Boy Who Cried Wolf
Perspectives10/08/2024

The Boy Who Cried Wolf You've heard this one before: A village picks a boy to watch over the sheep. The boy is supposed to yell “Wolf!” if a wolf comes around and the townspeople will come running to...

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This is Taxing - September Perspective
Perspectives09/13/2024

This presidential election season seems more taxing than most. I wish there was an interesting, or even realistic, tax proposal I could dissect for you, but all we are getting is “red meat” for the...

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