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Investments That May Offset Inflation
Do you remember what year it was when a gallon of gas cost $0.63? Not everyone will, since many of us had yet been born, but the answer is 1978! Inflation is a natural part of our economic system, which is one reason the costs of goods and services increase over time. While inflation rates vary from year to year and decade to decade, price changes create challenges for everyday people like you and me. As we lose the ability to stretch our dollars, savings rates often fall,

Ally C.
Nov 26, 20252 min read


The Spectrum of Risk
How much risk should you take when investing in the pursuit of gains? Find out in our latest blog post…

Ally C.
Sep 19, 20254 min read


Why Tariffs Hurt Your Portfolio (And Wallet)
Rising Tides The markets are ever-changing on a day-to-day basis, influenced by factors both micro and macro, domestically and abroad....

Ally C.
Sep 5, 20252 min read


An Introduction to Private Equity Investing
Private equity funds are increasingly marketed as an exciting investment option for advisors and accredited clients. However, while they offer benefits, they also come with significant risks...

Ally C.
Aug 5, 20255 min read


What You Need To Know About Annuities
Find out everything you need to know about annuities in this quick 3 minute read...

Ally C.
Jun 23, 20255 min read


A Guide to QDRO Accounts
Are you receiving or have you received a QDRO account? Find out the essentials of how these accounts work in under 3 minutes...

Ally C.
Jun 5, 20253 min read


What Fund Is Right For You?
Trying to decide between active and passive funds? Follow this guide to determine what is right for you...

Ally C.
May 27, 20253 min read


What should you do with your old 401(k)?
What should you do with your 401(k) when you leave your job? Find out by asking yourself these questions…

Ally C.
May 23, 20255 min read


From Nest Egg to Nest Cost: The Changing Economics of Owning a Home
As the cost of home ownership rises, the American dream of owning a home and using it to build wealth is disappearing…

Ally C.
Apr 11, 20252 min read


Gold Prices Are Rising, Should You Invest?
Few investments have such an illustrious glimmer as gold, which has been a store of value for thousands of years. However…

Ally C.
Mar 4, 20252 min read


Spooky Financial Stories
With Halloween upon us, we wanted to take a moment to discuss scary and spooky financial topics...

Ally C.
Oct 31, 20242 min read


It's 529 Awareness Day! Here's What You Need to Know for Your Child's Future
Today is 05/29, which the financial community celebrates as 529 Awareness Day. See what they did there with the date and name? But what...

Ally C.
May 29, 20243 min read


Municipal Bonds: Should You Invest?
The last several years have seen significant changes in the bond markets, and municipal bonds issued by local state and city governments...

Ally C.
May 3, 20243 min read


What Is LOUD BUDGETING
A new financial trend amongst Gen Z is on the rise on TikTok, and it is loud, literally! Loud Budgeting Loud budgeting is the practice of...

Ally C.
Mar 29, 20242 min read


Bitcoin ETFs: Should You Invest?
Bitcoin ETFs Are Now Available Cryptocurrency dominated TV commercials and the media sphere a couple of years ago. The number of times we...

Ally C.
Mar 1, 20243 min read


When To Claim Social Security If You Are Still Working
Deciding when to take Social Security is complex; should you take it at 63? Maybe 67? Or wait until 70? The benefits and drawbacks vary...

Ally C.
Feb 1, 20242 min read


Four basic finance skills you should know
Financial literacy is a growing topic of interest in the United States, and we believe everyone should know the fundamentals of finance...

Ally C.
Mar 31, 20233 min read


Who We Serve
Life is a journey covering various stages of progression, spanning the spectrum of the happiest and saddest times. We at Lundeen Abrams...

Ally C.
Dec 2, 20222 min read


Small-Cap Value Investing
Factor-Based Investing Continues There are so many ways to look at investing, it's easy to get lost in the mumbo jumbo. Our goal is to...

Ally C.
Aug 19, 20222 min read


Factor-Based Investing Can Help Retirees
Factor-based investing Investing is essential for everyone who aspires to retire, regardless of age. Through its ability to compound...

Ally C.
Aug 12, 20222 min read
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