We take pride in that fact that we write every single article we publish. We don’t outsource any of our content. As a firm, we have made the decision that it is essential to communicate authentically and use our writing as a tool to help people make better decisions in a complex financial world. This goal of “communicating to be understood” is at the core of our Center for Investor Education. With that said, as we enter the month of August we will be taking some time to “unplug” from writing. Our team will obviously continue to be hard at work every day for our clients with our annual Investment Policy Statement campaign, client meetings, 401(k) administration, and monitoring the markets and portfolios. We just will not be publishing new articles for a couple weeks in an effort to refocus and recharge heading into September.

So far this year, our content team has published over 25 pieces on decision-making, investing, financial planning, and 401(k) topics which you can check out here. We have also published three new podcast episodes so far in 2023 with fantastic guests sharing their personal stories.

We also published our newest series: “The Foundations of Financial Confidence” Series which is aimed at helping people distill what really matters when it comes to personal finance and investing. As always, feel free to reach out with any questions, feedback, or topics for us to cover in the future. We hope you enjoy some time to unplug in your own way this summer!