Don't underestimate China
| By Matthew Snider

Don’t Underestimate China

Evergrande Group recently made headlines as a key contributor to some short-term downward pressure on U.S. markets. The Chinese company is the country’s second largest…

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Breaking through a false sense of security
| By Richard M. Birch III

Breaking Through A False Sense of Security

Most people assume their retirement accounts are protected from creditors, but depending on where you live, and the specific type of retirement account you have,…

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Health Savings Account Update
| By Amanda Blount

Health Savings Accounts Update

The Internal Revenue Service (IRS) has released their updated numbers related to health savings accounts (HSAs). You’re eligible to open an HSA if you are a…

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Multigenerational financial planning
| By Jayme Meredith

Multigenerational Planning Works!

Many people don’t think about multigenerational planning. I think it goes back to the old “If you fail to plan, you plan to fail,” because…

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| By Richard M. Birch III

A China Update

It is becoming increasingly clear that as the world has begun to reopen, China continues to show little intention to re-opening its borders any time…

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Congressional Legislative Updates
| By Richard M. Birch III

Congressional Legislative Updates

After months of debate, the Senate passed a $1 trillion infrastructure bill. The House of Representatives is currently holding up the bill as a result…

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Inheritance & financial planning
| By Richard M. Birch III

Be Specific With Your Future Wishes

To say it’s important to specifically include anyone that you wish to be inheriting your assets by name is truly an understatement. Courts have, at…

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| By Matthew Snider

Economic Fundamentals

With the strong GDP figures recently announced by the Commerce Department, I thought it would be a good time to maybe take a step back…

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| By Matthew Snider

Worried About Inflation?

The topic of inflation and high prices has caught a lot of people’s attention this year. Talk to anyone that is building or remodeling a…

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