Cheers to 250!
July 22, 2026
Warren Buffett's advice to "Never Bet Against America" is backed by more than optimism. From innovation and entrepreneurship to capital markets and productivity, here is why we continue to believe...
July 22, 2026
Warren Buffett's advice to "Never Bet Against America" is backed by more than optimism. From innovation and entrepreneurship to capital markets and productivity, here is why we continue to believe...
July 1, 2026
Is the U.S. national debt a problem? The answer depends less on the size of the debt and more on how it compares to the economy. Understanding the debt-to-GDP ratio...
May 28, 2026
A cohabitation agreement is a legal document that defines financial rights, ownership, and responsibilities for unmarried couples living together.
May 18, 2026
The SEC is considering a proposal that would allow public companies to report earnings semiannually instead of quarterly. While supporters argue the change could reduce short term pressure on management...
April 8, 2026
Private equity and private credit are often marketed as stable, uncorrelated alternatives to public markets. But infrequent pricing, illiquidity, redemption gates, and complex fee structures tell a different story. GHPIA...
March 24, 2026
A clear guide to the financial and legal steps that follow a death, from immediate responsibilities to estate settlement, helping families understand what needs to be done and how to...
March 10, 2026
Trump Accounts are a new tax-advantaged savings vehicle for children created under recent federal legislation. Before families rush to open one, there are contribution rules, estate planning implications, and unanswered...
March 2, 2026
Artificial intelligence is raising real questions about the subscription software model that powered some of the best performing tech stocks of the last decade. Here is what is driving the...
February 23, 2026
Accurate tax returns for complex financial lives depend on more than a checklist. While your tax preparer can request standard forms, there are critical details, elections, and documentation that only...
February 12, 2026
Quantitative easing is one of the most misunderstood tools in modern monetary policy. While it can stabilise markets during periods of crisis, it also distorts asset prices and risk signals....
January 27, 2026
IRS savings limits increased for 2026. Learn the new 401(k), IRA, Roth IRA income thresholds, and catch-up rules, plus what to update to stay optimized.
January 15, 2026
GHP Investment Advisors often favors individual stock portfolios over mutual funds because they offer greater control, transparency, and tax efficiency. Unlike mutual funds, which can create unexpected capital gain distributions...
December 22, 2025
Inheriting a retirement account comes with complex rules and tax consequences that differ significantly from managing your own IRA. Understanding inherited IRA distribution requirements, including the 10 year rule, eligible...
December 21, 2025
If you have heard the word hyperscaler but are not sure what it means, you are not alone. These massive cloud computing companies power much of the internet and sit...
November 19, 2025
Cybercriminals exploit year-end distractions to compromise financial accounts. Learn how AI-powered deepfakes and voice cloning scams target wealth management clients, and get your complete fraud prevention action plan. At GHP...
November 13, 2025
Index concentration has surged. The top ten companies now represent about 40 percent of the S&P 500’s value and trade at richer valuations than the rest. We explain what that...
October 23, 2025
Talking to aging parents about finances should begin with their wishes, not paperwork. This guide shows how to start with care, cover the essentials, and organize key details in one...
September 30, 2025
The IRS will phase out paper refund checks starting September 30, 2025. Taxpayers should prepare by updating direct deposit information and staying alert to new guidance as refunds move to...
September 29, 2025
Share buybacks have surged to record levels in 2025, with S&P 500 companies spending more than $528 billion in the first half of the year. Buybacks can signal confidence, enhance...
August 28, 2025
If you have an old 401(k) from a previous employer, knowing what to do with it is essential. This guide outlines your key options, tax implications, and expert considerations to...
Top Row L to R: Brad Engle, Mike Sullivan, Sebrina Ivey, Christian Lewton, Jason Kitner
Bottom Row L to R: Carin Wagner, Angela Kennedy Lee, Jenny Merges, Brian Friedman, Deirdre Mcguire, Barbara Terrazas, Reed McCoy