Why Planning Matters

Don't plan to fail by failing to plan.

A Fee, or a Tax?

No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.

Jamie Menges will be a guest on “Your Money” hosted by Wharton economist Kent Smetters on Tuesday, July 14th, 2020 at 5pm.

I find myself using a lot of the same analogies and statements to make my points. Let me share a few, hopefully you find them to be relatable.

My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.

The stock market has us scared again, but historical trends should help calm us. Here's a quick reminder why.

Here is something to consider if you are concerned about the stock market.

The days of having to accept low-interest bearing bank accounts are over. Here is some an easy money you should grab!