by Dan Haines | May 30, 2023 | Investments
It is easy to focus on what the markets have done over the last week, month, or year. However, we often hear less talk about how investments have performed during the last 10, 20, or 30 years. In our view, the shorter the time frame you focus on, the harder it is to...
by Dan Haines | Apr 27, 2023 | Financial Planning
Inflation has been making many parts of our lives more expensive – cars, food, and home prices are a couple of areas that immediately come to mind. Policymakers are attempting to lower inflation by raising interest rates. This has been especially painful for those...
by Dan Haines | Mar 21, 2023 | Investments
Warren Buffett is known as one of the greatest investors of all time and his annual letters are considered a “must read”. Besides sharing the details of how his company Berkshire Hathaway operates, Warren often includes some wisdom that applies to the everyday...
by Dan Haines | Feb 28, 2023 | Financial Planning
Around tax time, it can be surprising to see how much you pay in taxes each year. It could be because you focused on the after-tax amount deposited in your bank account or its not until you pull all your information together at the end of the year that you see the...
by Dan Haines | Jan 19, 2023 | Financial Planning, Retirement
Near the end of last year, the Consolidated Appropriations Act of 2023 was passed. This large spending bill included a retirement bill known as the SECURE Act 2.0. This retirement bill is wide-ranging, covering areas such as retirement account contributions, education...
