Thanh Tran, Financial Advisor

02/21/2024

When you’re strategic with your retirement savings, you can minimize how much tax you’ll owe today and in retirement.

Here’s why you should consider doing both.

02/20/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest inflation data and why the Fed may be compelled to hold rates at current levels for longer.

Latest Inflation data highlights that more progress is needed before the Fed cuts rates. Read more in our Weekly Market Commentary.

02/15/2024

Working with a professional can help you both see your shared financial picture.

Financial discussions may not seem romantic, but they can help you develop a new level of trust and understanding for each other. These tips can help.

02/14/2024

Roses, chocolates, and dinner reservations are one thing. But there’s truly nothing more romantic than committing to a shared financial plan for you and a loved one. So after Valentine's Day, reach out to me and let's plan your perfect financial future together, so you can live happily, and wealthily, ever after.

02/13/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at what the latest CBO estimates about economic capacity mean for the business cycle.

Has the economy reached its growth limit? Read more in our Weekly Market Commentary.

02/07/2024

Social pressure to spend is real. Enter “loud budgeting.” The new trend may help you say no to financial peer pressure. Whether you’re trying “loud budgeting” or just want to get off on the right financial foot this year, we can help.

See how loud budgeting works—and could work for you.

02/06/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at wages and employment numbers and what it means for the timing of potential rate cuts.

Strong wage gains may tie the Fed’s hands on rates. Read more in our Weekly Market Commentary.

01/30/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte discusses where we are in the business cycle and why it may mean rate cuts are on hold.

The decline of the inflation rate could reverse if the Fed cuts rates too soon. Read more in our Weekly Market Commentary.

01/26/2024

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out.

The IRS has different withholding rules for bonuses than it does for your regular pay. Here’s what you need to know about how bonuses are taxed.

01/25/2024

Setting financial goals that include amounts and dates? Good plan. It’s great to have a goal to pay off your debt or to save more. But to really make it work, you’ll want to include how much and by when. I’m here to show you how to get there. Reach out anytime.

01/23/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte makes the case that now is not the time for the Fed to take a victory lap.

Are recent comments from the Federal Reserve undercutting its efforts to fully extinguish inflation? Read more in our Weekly Market Commentary.

01/12/2024

A timely analysis from our chief investment officer about why the pace of wage growth may be the overlooked story of 2024.

Why Wage Growth May Prevent the Recent Market Surge From Lasting.