by Margaret Horsley | Apr 15, 2026 | Quarterly Newsletter
Listen to an abbreviated version of the commentary below here: U.S. stocks declined to start the year, with the S&P 500 returning -4.3% in the first quarter, including dividends. The armed conflict in Iran and accompanying spike in oil prices from...
by Margaret Horsley | Mar 25, 2026 | Financial News, Financial Planning
War news frequently gets investors down, and their investment portfolios as well. Many investors wonder if they should sell their stocks and invest in cash. This article shows how the stock market responded to five recent international wars, and what happened when...
by Margaret Horsley | Mar 3, 2026 | Financial Planning
Protecting your extended family’s financial future requires saving money and investing wisely. But that’s just the start. As stewards of your family’s wealth, you bear responsibility for more than your own financial security. This guide provides a roadmap...
by Margaret Horsley | Feb 17, 2026 | Financial Planning
As trillions of dollars transfer from Baby Boomers to younger generations, Generation X and Millennials (also known as Generation Y) face a critical question: Now that you do — or soon will — hold significant wealth, do you have an estate plan to protect YOUR family?...
by Margaret Horsley | Feb 3, 2026 | Financial Planning
Charitable giving offers people a powerful way to support meaningful causes while optimizing their financial strategy. Understanding the right charitable giving tools can help you maximize your philanthropic goals and tax benefits. This guide walks you through the...
