Daily Archives: July 12, 2018


Retirement Savings vs. Education Savings

In most households, retirement and college savings are at the top of the priority list of financial plans.  Many parents ask if it is possible to pay for their kids’ college education and still afford to retire comfortably.  Conventional wisdom tells parents to prioritize their retirement savings before helping their […]


July Investment Comments

The S&P 500 mostly sputtered through the first five months of 2018, but a strong start to June has pushed its year-to-date performance up to +5.5%.  Renewed volatility has made this year’s gains feel hard-earned, even grueling.  It is somewhat difficult to believe that we are currently on pace for […]