Apr 8, 2022 | Investing, Retirement, Uncategorized, Weekly Financial Thought
Blog “Does it Matter When Booms and Busts Happen?” For my grandparents it was the Great Depression and then an economic boom from the second World War. For my parents it was the savings and loan crisis and the subsequent tech growth and dot-com bubble. For me...
Mar 4, 2022 | Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
“Markets have been rattled and investors are justifiably concerned about what to do next. This is a great reminder that hope and patience have always rewarded investors in the past and are likely to do so again in the future.”
Feb 24, 2022 | Estate Planning, Health Care, Housing, Medical Expenses, Retirement, Social Security, Uncategorized
“What difficulties or learnings do you have from caring for aging parents?”
Feb 18, 2022 | Investing, Portfolio Diversification, Retirement, Uncategorized, Weekly Financial Thought
“Diversification Isn’t always fun but can be so helpful in volatile markets like we’ve been experiencing lately!”
Nov 5, 2021 | Cryptocurrency, Investing, Uncategorized
Blog “What to Consider before Investing in Cryptocurrency” Given the increase of recent news around Cryptocurrency in the market, I thought it was valuable to re-visit an article we published in May of this year. It’s important to keep grounded and ask yourself some...
Sep 30, 2021 | Investing, Retirement, Uncategorized
Blog “5 Overlooked Facts About IRA’s” IRAs have been around since 1974. And yet after nearly 50 years, there’s plenty that the 47.9 million households that use IRAs to save for retirement still get wrong about these retirement accounts. A recent article...
