And the Executor Is

U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors. As a result, he reportedly cost his estate tens of thousands of dollars in...

October 16, 2023

Weekly Market Insights: Markets React To Turmoil In Middle East, Inflation Concerns. Presented by Apex Financial Group/Mount Vernon Investments Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data....

A Decision Not Made Is Still a Decision

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all.” This investment inaction is...

October 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by APEX Financial Group/Mount Vernon Investment   A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week. Meanwhile,...

3 Estate Challenges for Blended Families

Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms but typically consist of couples with children from previous relationships. Here are a...