by Ashlee Desteiger | Feb 24, 2025 | Technical Topics
Understanding Structured Investments: A Modern Diversifier or Unnecessary Component? Structured investments allow investors to tailor an investment strategy to specific market views and financial objectives. By combining a debt security with exposure to underlying...
by Ashlee Desteiger | Jan 27, 2025 | Technical Topics
Market Perspectives After a Nervous Start to 2025 The financial markets experienced turbulence in the opening weeks of 2025, causing many to question whether they are navigating uncertainty sufficenintly. The S&P 500 initially declined 4.3% from its December 6...
by Ashlee Desteiger | Nov 21, 2024 | Technical Topics
How does the $36 trillion national debt impact investors? According to the U.S. Treasury, the national debt is quickly approaching $36 trillion, which fuels concerns among investors and economists alike. This means the federal debt has nearly quadrupled since before...
by Ashlee Desteiger | Oct 28, 2024 | Technical Topics
Are you a business owner? If yes, are you unsure if the CTA filing obligations apply to you? Let’s take a closer look at which clients may be affected by this requirement, how to file, and the required information for the filing. Introduction TO: Owners...
by Ashlee Desteiger | Sep 20, 2024 | Technical Topics
Let’s talk about college costs BEFORE you need to (proactive vs. reactive) and avoid the “we’ll figure it out when we get there” mentality. Remember, unlike retirement, you can’t move that goal post with college. College costs The sticker price is irrelevant! There’s...
by Ashlee Desteiger | Jul 24, 2024 | Technical Topics
Is it possible to create an incentivizing trust without demotivating? Typically, the goal of a trust is to pass on assets in the most efficient manner possible. That may mean avoiding estate tax, probate, confrontation, or a combination of all three! However, how do...
