Jun 14, 2024 | Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Mid-Year Stock Market Outlook” It’s hard to believe we are already at the halfway point of 2024! There are always a lot of question marks coming into a new year, however with numerous global elections already completed and a contentious US election...
May 3, 2024 | Congress, Issues that effect todays Market, Tax Concepts for Retirement, Uncategorized, Weekly Financial Thought
Blog May 3rd, 2024 “Tax Disparity” As we come into an election year, there will many different topics discussed and debated, but one that will likely come up is our country’s budget deficit (now over $33 Trillion) and how increasing taxes could help to offset this...
Apr 26, 2024 | Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Separating AI Hype from Investment Opportunity” I receive a lot of questions from clients around Artificial Intelligence, where it might go in the future, and what companies or trends make the most sense to invest in. While anyone’s answers to...
Mar 29, 2024 | Behavioral Finance, Coronavirus, Housing, Issues that effect todays Market, Retirement, Weekly Financial Thought
Blog “Are we Living in the Roaring 20’s?” With all of the negative headlines that are easy to pick up on and read about on the news it can sometimes be lost on us what we are currently experiencing. Coming out of COVID in 2020, net worths are at all time highs,...
Mar 15, 2024 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Retirement, Uncategorized, Weekly Financial Thought
Blog Humility Comes with Experience The more time I spend in finance, the more I realize how little we truly know or how foolish it is to try and predict what is going to take place. I’m convinced that if someone is absolutely certain of their belief of what will...
Mar 7, 2024 | Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog The Life Satisfaction Smile I heard the concept on a podcast recently that was talking about what makes people truly happy. It’s an age old question and one that I would guess we aren’t going to have a universal answer for or “solve” anytime soon. That...
