Category: News

In this issue, Jeff revisits three major market declines, Sallie outlines how to start the legacy planning process, and John looks back at the market at the end of 2023.

In this issue, Jeff discusses the difference between retiring from something and retiring to something, Sallie explains the merits of using a corporate trustee, and John examines recent market developments that conflict with each other.

In this issue, Jeff comments on the latest economic news, Sallie examines whether AI can replace an estate planning attorney, and John shares “A Tale of Two Markets.”

In this issue, Jeff considers the Federal Reserve’s attempts to tame inflation, Sallie discusses how estate planning can reduce stress, and Cayle shares fun adventures in the state of Colorado.

In this issue, Jeff looks at the year ahead and John makes the case for value investing.

In this issue, Jeff looks at the impact of the latest employment numbers and the raising of interest rates, Sallie warns against doing your own estate planning, and you can see photos from the client appreciation event at Acreage by Stem Ciders.