Economics As the summer draws towards fall, the ongoing pandemic, the dramatic weather events, and ongoing geopolitical drama are combining to set a rather grumpy backdrop. There’s a lot of
Economic and Market Update July
I hate it when Oregon makes the national news. It’s never a good thing. We don’t get noticed on the East Coast for our wineries, or for having a woman-founded
What’s Your Emergency Plan?
As I write this, Hurricane Henri is making his way up the East Coast, and expected to make landfall in my town of Montauk and coastal New England. It
Suzanne Featured on Advisor Perspectives!
Cultivating Wealth’s Suzanne Highet was featured as a guest contributor for Advisor Perspectives discussing her experience taking the CFP® vs. taking the CFA exam. Way to go, Suzanne! “The two
How Does Tax Withholding Work? (or why don’t I get a refund like I used to?)
It’s summertime, and like me, I’m sure you know this is the perfect time of year to be thinking about your taxes. (Ok, seriously), I know you’re NOT thinking that,
Nannette Kamien Discusses College Planning
Cultivating Wealth’s Nannette Kamien, MBA, CFP, CDFA, was featured on this weeks episode of Worth Winning‘s podcast Worth Listening. They discuss what parents and students need to know about planning for college
Quarterly Market Update Webinar
Enjoy our Quarterly Market Update webinar, where we discussed what has been happening for the past quarter and what we think it means for individual investors. Suzanne and Sara led
Child Tax Credit: What You Need to Know
If you are a parent of a child under the age of 17, you may have heard about recent changes to the child tax credit or even received a letter
Untangled: Separating Finances During Divorce
Talking about money and separating your finances doesn’t get any easier because you’ve decided your relationship is over. Arguments over money are one of the top reasons couples get a
