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We have received several questions from clients recently regarding alternatives to holding cash in a savings account. This is a good question to ask given the interest rates offered on savings and the current inflation rate, which just hit a 31-year high. People are rightly...

The value of your home has likely increased significantly over the last 2 years. Home values are up across the country. According to S&P CoreLogic, real estate prices were up 19.5% from August 2020 to August 2021. Also, many people who have been housebound took...

Men and women approach finance differently. For all the progress that we have made, women are still uncomfortable talking about money. Although we often have candid discussions with friends about a variety of personal topics, finance is not one of them. A lack of confidence...

Living in the Lowcountry, we frequently encounter clients and friends with multiple homes across different states. Although this allows one to enjoy the best of both worlds – a home up north and a beach house in the south – it can lead to estate...

COVID-19 has renewed the awareness of our mortality and our need for life insurance. However, currently, only about 52% of Americans carry life insurance and about half of those are underinsured by $200,000 or more. * Whether you are young or old, wealthy...

I am going to a wedding this fall. While the gift registry is full of wonderful ideas from honeymoon horse rides on the beach to couple’s massages, I am wondering if there is a more meaningful gift that I could give this young couple...

Depending on your view of risk, margin can either be the greatest tool in the world or something to be avoided at all costs. To understand margin better, let’s begin with the basics. In finance, buying on margin is borrowing from the brokerage firm...

A sudden change in wealth can be a good thing.  We all fantasize about winning the lottery, inheriting wealth from a long-lost relative, settling a lawsuit, or striking it rich with a start-up company.  However, as we know from tragic stories in the news, many...