• Doing Well and Doing Good with Sustainable Investing

    Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with…

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  • Taxes Matter – Highlights of 2018 Tax Changes

    Taxes matter. Whether or not we agree the Tax Cuts and Jobs Act passed on December 22, 2017 is good for the middle class, good for the…

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  • Major US Stock Indexes Drop: What Does It All Mean?

    Snap! Thus ended the S&P 500’s longest streak in history without a pullback of at least 3 percent. The major U.S. stock indexes capped off…

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  • Education Funding – New Application for 529 Tuition Plans

    No longer limited to college funding, 529 tuition plans can now be applied for private elementary and secondary education. While this addition sounds like a…

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  • Major US Stock Indexes Drop: Wait for it (Part 2)

    “The stock market didn’t get tested – you did,” the title of an article I read this morning I believe to be a rather accurate…

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  • We need to plan for transportation density now

    Transportation in the Charleston area is an issue that needs to be dealt with by the community as a whole.  The region needs to provide…

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