Inflection Points- Leaving the “Money Game” with Khe Hy and Lou Marchetti
Podcast
Jan 08, 2025
New year, new name: Inflection Points As advisors, we help clients navigate life’s big decisions by asking the right...
News & Commentary
Mar 29, 2020
News & Commentary
By: Christopher D. Ross, CFP®
Mar 29, 2020
When market volatility and global economics continue to be unpredictable, I will occasionally share some market perspective and opinions...
Read More >
Financial Planning
Mar 29, 2020
Financial Planning
By: Christopher D. Ross, CFP®
Mar 29, 2020
Below you find information from the U.S. Senate Committee on Small Business & Entrepreneurship regarding the Small Business Owner’s...
Read More >
Financial Planning
Mar 29, 2020
Financial Planning
By: Christopher D. Ross, CFP®
Mar 29, 2020
The Coronavirus Aid, Relief, and Economic Security (CARES) Act allocated $350 billion to help small businesses keep workers employed...
Read More >
Investment Management
Mar 26, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
Mar 26, 2020
If you participate in a workplace retirement plan, then you are utilizing Dollar Cost Averaging. Many people have heard...
Read More >
Retirement
Mar 25, 2020
Retirement
By: Jude McDonough, CFP® AIF®
Mar 25, 2020
The last month of our lives has been quite an experience. Most of the leisure activities we have become...
Read More >
News & Commentary
Mar 24, 2020
News & Commentary
By: Jude McDonough, CFP® AIF®
Mar 24, 2020
What a time to be alive. Nobody on this earth has ever lived through a situation like this. There...
Read More >
Financial Planning
Mar 21, 2020
Financial Planning
By: Christopher D. Ross, CFP®
Mar 21, 2020
As extreme volatility continues to grip global markets, many investors have questions or would like to discuss what the...
Read More >
Investment Management
Mar 20, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
Mar 20, 2020
“I hate annuities!” That quote is the beginning of a commercial by self-proclaimed legendary investor, Ken Fisher. I’m not...
Read More >
Tax Planning
Mar 20, 2020
Tax Planning
By: Christopher D. Ross, CFP®
Mar 20, 2020
In light of current events and potential financial difficulties caused by the COVID-19 outbreak, the Internal Revenue Service (IRS)...
Read More >