I think it is fair to say, as we end this interesting and challenging year and head into perhaps the strangest election year ever, that we are faced...
2023 Q4 Quarter-End Market Update: The Great Puzzle
read more
Global Events and Capital Markets
Where to begin? It is difficult to make sense of all of the events unfolding around the world as we approach the end of a tumultuous year and look...
Holidays and Trust Funds: Discussing Generational Wealth Transfer & Family Wealth Planning with Adult Children During the Holidays
The holidays are a time for family, feasting, and... generational wealth transfer discussions? Don't let the thought of talking money with your...
2023 Q4 Mid-Quarter Market Update – A World of Turmoil and Transformation
War in Israel/Gaza On October 7 Hamas invaded southern Israel, massacred 1,400 Israelis and others from around the world, and took 240 hostages. ...
Practicing Gratitude for Wealth and Health
Gratitude is like a superpower for your wellbeing. Over the past few decades, research has linked gratitude to increased happiness, improved mental...
Knowing Your Value: How to Negotiate a Raise During Review Season
As the year comes to a close, many hand-working employees find themselves facing their annual performance reviews. While these evaluations can be...
Understanding Bonds vs. Cash. Why Bonds Now?
We are approaching the end of the third quarter, and it has been eventful and somewhat confusing for everyone. It would be easy to get lost in the...
2023 Q3 Mid-Quarter Market Update – Warren Buffett Turns 93
Happy birthday, Mr. Buffett! Warren Buffett, the legendary investor and Chairman and CEO of conglomerate Berkshire Hathaway, will turn 93 years old...
Money Talks: How to Discuss Finances With Your Partner
Talking about finances with your partner can be challenging. Money can be a touchy subject for many people, and disagreements over spending habits...
2023 Q2 Quarter-End Market Update: The Magnificent Seven
Time to Ride! As you probably heard, Nvidia has had quite a run this year, as AI has suddenly become the Big Thing. Nvidia recently closed with a...