Many adjectives can be used to describe the past five years of world history. Whether one is looking at natural disasters, economic whirlwinds, political divides, or even the investment landscape, the last five years have had many challenges. In fact, Consumer Sentiment as measured by the University of Michigan, indicates the 5-year period after The […]
At the beginning of the year we laid out 8 themes to watch for this year. Let’s look back and see how these themes have played out and what we think may happen going forward: The Magnificent 7: Remember, we’re not talking about the Chris Pratt and Denzel Washington movie, but the 7 biggest stocks […]
What can an ‘All-Star’ do for your team? Everything! March and April are great months in the sports world with March Madness, The Masters, and the NFL Draft. Each of these events showcase the “All-Stars” of their specific sport. In the past two weeks we’ve been treated to unbelievable basketball, especially on the women’s side. […]
With the turn of the new year, we naturally shift our focus to the next 12 months to see what 2024 will bring us. Here are a few themes I’ll be watching as we enter a new year, in no particular order: The Magnificent 7: Not the Chris Pratt and Denzel Washington movie, but […]
As we come to the end of the year, a question I generally receive: “What do I need to do before year-end financially?” There’s way more we should do than we can do, but here are the top-5 easy things to do that will make a difference: Max out your 401K contributions: If you haven’t […]
The Ryder Cup was held this past weekend, a team golf tournament between the United States and Europe with a rich history. The tournament goes back nearly 100 years and is unique in that it takes what is predominantly an individual sport and turns it into a team event for one week, divided along continental […]
Everyone loves to talk about passive income. As a wealth advisor, most of my daily conversations revolve around money, investing, and income. The ‘passive income’ conversation is at the top of the list of most-often talked about topics with my existing and prospective clients. Everyone wants it and everyone wants to know how to get […]
If managing your finances was a machine, then it might look a lot like the inside of an old-fashioned clock. Lots of gears turning in opposite directions, each one seemingly doing a different job and perhaps giving the appearance they are working toward opposite goals. Yet through the midst of all the twisting and turning, […]
As this topic continues to be our most read and popular topic, we’ll continue our series of “How to talk to your kids/teenagers about money”, by focusing on teenagers today. Our previous newsletters focused on creating good habits with younger kids that will hopefully translate into better decision-making as they grow. The habits discussed in […]
Are you still sitting on a pile of cash at the bank? Have you wondered why you still aren’t earning any interest in your checking or savings account even though interest rates are so high?! We all hear about interest rates being high EVERYWHERE, but for some reason that’s not the case in your bank […]
