Financial Planning FOR ATTORNEYS
In addition to financial planning, we also offer complementary CLEs & networking opportunities specifically for attorneys. Connect with UsProviding higher level of financial advice for lawyers
We are uniquely qualified to provide financial planning for attorneys. Services include retirement planning, modifying your tax strategy as your career evolves, wealth management, insurance services, and complex estate planning.
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From Santa to the Easter Bunny: Rally Momentum or Melt-Up Zone Ahead?
"Sell in May and Go Away.” — An old investment adage with roots dating back to 18th century England. Also known as the “Halloween Indicator.” The Santa Claus rally that started in October 2023 and saw the S&P 500 surge by 14% in last year’s final two...
Looking for a Melt-Up, a Meltdown, or Just a Solid Year? We Like Door No. 3!
“We’re runnin’ outta timeSo, tonight we’re gonna party like it’s 1999.” – Lyrics from Prince’s song and album of the same name, “1999” The inspiration for famous singer Prince in producing his hit song “1999” emanated from a documentary he saw about Nostradamus, a...
Can the 2023 “Goldilocks” Economy Continue in 2024?
The numbers are in—no more guessing about growth levels or inflation rates for 2023. That is all in the rearview mirror (not counting upcoming adjustments to historical gross domestic product (GDP) growth rates). Many are suggesting the U.S. economy is experiencing a...
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