212 East Third Street
Welcome to Queen City Insights!
It has always been a belief of ours that well informed clients make the best clients. When a client has even a fundamental understanding of the components of their financial plan, we feel there is a higher chance of them sticking to the plan and achieving their goals. At the same time, we understand that the world of finance is complicated and can be confusing for those who are not actively involved in it. That’s why we are excited to introduce you to the Queen City Insights Page.
On this page you can find our latest client quarterly letter, two newsletters every quarter, and other pieces that provide educational insights on different financial related topics. Throughout the year, this could include things that we find interesting, fitting for that time of year or simply something we believe clients should know about. We will we do our best to keep the topics exciting, fresh and applicable to your financial life.
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We try to encourage clients to maintain a diversified portfolio to potentially reduce your accounts’ sensitivity to significant market moves and offer possible participation in any market recovery.
We realize taxes are the last thing you want to think about considering you, hopefully, just filed yours for 2021 but hopefully this guide will help you kick off 2022 on the right foot and even help save you some taxes this year.
The quarter in brief as of December 31, 2021 :
The quarter in brief as of March 31, 2022
The quarter in brief as of June 30, 2022
With the proper financial planning, you could be whistling your child’s college fight song all the way to the bank!
College Savings Accounts, or 529s as they’re nicknamed (after theIRS tax code), have become all the rage in recent years.
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