We’ve had the same question from a few clients recently: “Are you a fiduciary?” The answer is YES, but there’s more to it! We’re chatting today about fiduciaries, and what it means to be fee-only …
Read MoreThe Cost of Trying to Time the MarketWatch this video on YouTube The impact of missing just a few of the market’s best days can be profound. We have a pretty cool data visualization of …
Read MoreIRA or 401k? Know the key differences between these two popular retirement plans to ensure you are saving in the right account. IRA or 401k? 5 Things You Can Do with an IRA That …
Read MoreJennifer and Mike discuss inflation. What is causing it? Will it continue? What can we expect going forward and how do we prepare for possible inflation or hyperinflation? Inflation – Should you be concerned? …
Read MoreBy: Virginia This Morning Posted at 12:59 PM, Jun 02, 2021 RICHMOND, Va. — Social Security benefits continue to be a challenge for many to navigate. Today we are joined by Jennifer Luzzatto, CFA, CFP®, President at …
Read MoreEstate Planning: Is It Necessary?Watch this video on YouTube Do you have a will? What about a trust? Do you need either of those? What if you don’t have any heirs or money? Mike Sigmon …
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