BUOYANT FINANCIAL INSIGHTS & ANALYSES
Wealth Management & Markets
What is a Bond & Why Are They Important?
Investment portfolios generally consist of stocks and bonds, but stocks seem to get all of the attention. Stocks seem...
An Off-Broadway Guide to AI
The explosion of artificial intelligence or AI over the last several years has been extraordinary, and the reality...
Economic & Financial Insights
Interest Rates Are Coming Down: The Good & The Bad (not too ugly)
Interest rates have been elevated for over two years now. This is the result of the Federal Reserve fighting the post...
Banks: Canary in the Coal Mine?
We’ve been through a lot over the last three years. It began with a once in a century pandemic that we were fortunate...
Retirement Strategy
Why You Should Check Your Social Security Account
Social Security is often an afterthought for many people when it comes to planning for retirement. Claiming Social...
Beware the Annuity in Your 401(k)
We’re seeing a rise in annuity or income products offered as “investment” options in 401(k) plans. While investing...
Tax & Estate Planning
Let’s Talk About Death, Baby
Let’s begin with apologies to Salt-N-Peppa. Yes, the title of this post is a thinly veiled reference to their 90’s hit...
Tax Efficient Charitable Giving
Heading into fall, with the holidays right around the corner, many of us begin thinking about our year end charitable...


