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Navigating Financial Conflicts Between Spouses Part 2

Navigating Financial Conflicts Between Spouses Part 2

December 8, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
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Markets Rally Post-Midterm Elections—Will It Continue?

Markets Rally Post-Midterm Elections—Will It Continue?

December 5, 2022
Following midterm elections, November 2022 was good to investors, which tracks with historical post-election norms. The tech-laden Nasdaq rose...
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Evidence Mounts for “Light” Recession in Next 12 Months

Evidence Mounts for “Light” Recession in Next 12 Months

December 3, 2022
As most know, my base case for the U.S. (and global) economic outlook for 2023 is calling for a...
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Should You Make a Qualified Charitable Distribution (QCD) by Year-end?

Should You Make a Qualified Charitable Distribution (QCD) by Year-end?

December 2, 2022
As you talk with your wealth advisor on ways to reduce your taxable income by year-end, you might want...
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Navigating Financial Conflicts Between Spouses Part 1 

Navigating Financial Conflicts Between Spouses Part 1 

December 1, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
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Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement

Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement

November 30, 2022
The timing of when you begin to draw income from retirement accounts, not necessarily average returns, can be worth...
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What We’re Grateful For

What We’re Grateful For

November 17, 2022
In preparation for Thanksgiving, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share what they...
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5 Benefits of a Health Savings Account

5 Benefits of a Health Savings Account

November 10, 2022
In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...
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Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

November 4, 2022
You may be wondering how you can minimize your tax burden and do some good at the same time....
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Was the October Rally Just a Head Fake or Will It Continue?

Was the October Rally Just a Head Fake or Will It Continue?

November 3, 2022
“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that...
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What’s Ahead for the Markets: Recession or Stagflation?

What’s Ahead for the Markets: Recession or Stagflation?

November 3, 2022
As most of you know, I suspect we will see a light recession unfold over the next six months....
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Getting the Most Out of Open Enrollment

Getting the Most Out of Open Enrollment

November 3, 2022
In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...
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