New bull market? (caveats inside)
June 8, 2023
First, let's acknowledge that the terms “bull” and “bear” are just shorthand for general market trends and don't necessarily mean ...
Estate Planning Primer
June 1, 2023
There are many aspects to a successful estate plan, but four documents are especially important: Your Power of Attorney, your, ...
The Springs of Inspiration
May 26, 2023
Saluting our fallen, honoring their sacrifice, and vowing to build on the ground they broke is the least we can ...
Correction Incoming?
May 17, 2023
We're dealing with a lot of uncertainty and investors are feeling cautious. However, that doesn't mean that we should panic ...
The Duality of the Markets
May 11, 2023
We don’t have to decide whether the glass is half-full or half-empty. We don’t have to stress over whether we ...
A Brief Update on the Debt Ceiling
May 4, 2023
Should a default happen, the economic consequences could be severe. But even if Congress staves off the unthinkable, simply going ...
Questions You Were Afraid to Ask #8
April 25, 2023
Bonds come with a lot of lingos which can be very intimidating for investors. So, in this message, let’s break ...
Q1 Market Recap
April 17, 2023
This is an important time to remember that current market conditions don’t reflect the present – they reflect expectation of ...
Questions You Were Afraid to Ask #7
April 13, 2023
There are several types of bonds to choose from, each with different characteristics. What's the difference between all these types ...
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