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How the Presidential Election Will Affect Your Money
The phrase “It’s the economy, stupid,” coined by James Carville during Bill…
Market Update – October 11, 2024
Major Index Performances (as of Thursday Close): For the second week in…
The Role of Personalized Financial Planning in Today’s Economic Climate
In today’s uncertain economic environment, financial stability is a top priority for…
Money and Happiness
Money can’t buy happiness is a classic adage, but it’s more nuanced…
Market Update – October 4, 2024
The stock market has been rocky this week as investors digested escalating…
Market Minute – September 27, 2024
The stock market continued its record-setting rally this week fueled by a…
6 Habits of Successful Investors
As I do most mornings, I spend a little time reading and…
Risk Management Mastery: Working Hand-in-Hand with Your Wealth Advisor
In today’s complex financial landscape, effective risk management is more crucial than…
The Exotic Animal Craze
As a child, I was a huge fan of Curious George, which…
Market Minute – September 20,2024
On Wednesday the Federal Open Market Committee, (FOMC) cut the Federal Funds…
Market Update – September 13, 2024
The U.S. stock market experienced a volatile but overall positive week as…
Our Flag Still Stands
Forgive me, for I have a grievance to share with my clients,…
Market Insights September 6, 2024
Data released this week confirmed the labor force in the United States…
America’s Growing Debt: A Path to Financial Instability
The federal government of the United States is well-known for its habit…
Market Minute – August 30,2024
One of my biggest pet peeves is ordering a Latte from Starbucks….
You Don’t Have a Credit Card?
People often think credit cards are bad because of high interest debts…
529 College Savings Plans and Updates from Secure Act 2.0
529 plans have long been a hot topic for college education. Most…
Market Minute August 23, 2024
The market is relatively flat for the week, with few stocks showing…
Market Minute – August 16, 2024
Some of my fondest memories as a child are playing cards with…
The Value of an Olympic Medal
The 2024 Olympic games are in the books, and the 2028 Los…
The Art of Wealth Management
I am neither an economic savant, nor do I hold a Nobel…
Market Minute – August 9, 2024
Are you familiar with the Butterfly Effect? It rests on the notion…
The Rise of Remote Work: Adapting Employee Retirement Benefits for the Modern Era
The rise of remote work has significantly altered the landscape of employment…
The Olympics and The Last Supper: Why Comparing the Two is Misguided
From my earliest years, watching the Olympics was high on my list….
