Insights for Smooth Sailing

Lance Peters Lance Peters

Financial Aid

The FAFSA Simplification Act was passed in 2020, but several of the changes are being rolled out with aid applications for the 2024-25 school year.

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Lance Peters Lance Peters

Perspective on the Stock Market, June ‘23

With the Federal Reserve changing gears and inflation data showing continued relief, I thought now would be the perfect time to reach out with a more comprehensive update on the markets and the economy at-large.

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Lance Peters Lance Peters

Tax Sheltering and Compounding

The American Families Plan that President Joe Biden introduced in late April contains several tax proposals which could have broad-ranging impacts for investors.

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Lance Peters Lance Peters

The Role of Home Ownership

Homeowners’ houses are investments like stocks and bonds. Explore the utilitarian, expressive, and emotional benefits, and how it affects your other financial choices.

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Lance Peters Lance Peters

Separate or Joint Accounts?

What's best for you? It depends, but sharing your financial journey with your spouse can have substantial benefits. Here are a few important things to keep in mind.

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