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Financial Planning Fridays #35: Two More Reasons to be Optimistic in 2023

At the start of this year, we gave you three great reasons to be optimistic about the market in 2023. And so far, we have been right. We had a great first quarter. As we begin the second quarter of 2023, we have two more reasons for you to remain optimistic for the remainder of […]

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Financial Planning Fridays #001: Special Episode: The Failure of SVB

Today we wanted to discuss the issue dominating the financial headlines over the past week and the impact it may have on banking going forward: the recent failure of Silicon Valley Bank. Early last week, clients of SVB began hearing rumors that the bank may be in trouble and quickly many of them rushed to […]

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