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Nvidia Frenzy and the Fear of Missing Out
Mar 8, 2024 | General, Investing
You may remember the two powerful emotions we guard against in a long-term investment program—fear and greed. These two villains aim to cause you to...
3 Reasons Your Tax and Financial Advisors Should Work Together Closely
Feb 20, 2024 | General, Smart Financial Tips
Most people go solo at the beginning of their financial journey. When your income is straightforward and investments are minimal, it’s easier to...
2024 Q1 Mid-Quarter Market Update – S&P 500 Hits 5,000
Feb 13, 2024 | General, Investing
On Friday, February 9 the S&P 500 closed above 5,000 for the first time. I began my career in the investment business on August 1, 1993 when...
5 Benefits of Personal Financial Planning (& How to Do It)
Feb 1, 2024 | Smart Financial Tips
Personal financial planning can be an intimidating topic. Everybody wants to be in a good financial position, but not everyone knows how to get...
Nurturing Financial Wellbeing: 6 Good Financial Habits to Adopt this Year
Jan 19, 2024 | Smart Financial Tips
Whether you take your resolutions seriously or just want to adopt healthier financial habits, this one is for you. Just as a balanced diet and...
High-Net-Worth Financial Planning: Who It’s For, Why It’s Valuable, and How to Do It
Jan 12, 2024 | Smart Financial Tips
If you’re considering high-net-worth financial planning, you’ve probably already accumulated significant assets. While that’s a major milestone in...
Fourth Quarter 2023 Market Overview
Jan 8, 2024 | Investing, Quarterly Market Summary
2023 was a year that defied expectations. With inflation roaring and the Fed enacting the fastest rate hike cycle in 40 years, the general consensus...
2023 Q4 Quarter-End Market Update: The Great Puzzle
Jan 4, 2024 | General, Investing
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...
8 Essential Pieces of Financial Advice for Widows
Dec 21, 2023 | Financial Planning for Widows, Women & Wealth
Losing a spouse is one of the hardest things anyone can experience. It’s a distressing, overwhelming, and uncertain chapter of life. Widows are...
Global Events and Capital Markets
Dec 12, 2023 | General, Investing
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...
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