We believe it is important for you to stay informed.
A Fee-Only Fiduciary
- All Insights
- Articles
- Blog
- Estate Planning
- Income Taxes
- Insurance and Risk Management
- Legislative Updates
- Market Updates
- Portfolio Management
- Retirement Planning
- Uncategorized
- Video Market Updates
Tariffs: Economic Savior or Consumer Nightmare?
Recently, we provided commentary on President Trump’s proposed tariffs. For starters, a tariff is a tax imposed by a government ...
How Will the Elections Impact the Economy?
A couple of weeks ago, President Trump was declared the presidential election winner and will start his second term ...
Am I Maximizing My Retirement?
The IRS has released the updated contribution limits for 2025. While not every limit was changed, some adjustments were made ...
Understanding Social Security Widow’s Benefits
Losing a spouse is a devastating experience, and coping with the financial implications can add to the burden. Thankfully, Social ...
What Happens to Your Assets if You Pass Away?
Daily life may be so hectic that people barely have time to review their portfolios, let alone think about the ...
What Does The Fed’s Cut Mean?
The Federal Reserve (Fed) manages monetary policy and regulates the financial system. As part of its role, the Fed sets ...
Is Volatility Normal?
The stock market has long been a preferred avenue for investors aiming to grow their wealth, outpace inflation, and achieve ...
A New Perspective on Asset Allocation: A Personalized Approach
Asset allocation is the cornerstone of long-term investment success. It’s the strategic mix of different investment types, such as stocks, ...
Understanding RSUs and RSAs
Restricted stock units (RSUs) and restricted stock awards (RSAs) are common forms of stock compensation that grant shares of a ...
Investing in an Election Year
Every four years, investors’ emotions run high as markets intersect with the U.S. presidential election. At Voisard Asset Management, our ...
Maximizing Your HSA’s Potential
Health Savings Accounts (HSAs) offer a unique set of tax advantages, making them a valuable tool for managing healthcare expenses ...
International Valuations
Our last few articles focused on the S&P 500’s price-to-earnings ratio (P/E ratio). Today, we’ll shift gears and explore how ...