I’ve always been intrigued by and curious about trends and patterns around us. Maybe that’s why I find such enjoyment in searching for the cycles and themes within economics and…
Over the past few weeks, more and more economists are suggesting that a recession is coming. And as the cadence of recession chatter increases, Americans are beginning to question how…
SECURE 2.0 Act, which was signed into law December 29, 2022, aims to help Americans save enough for a secure retirement. With almost 100 changes, the legislation is nuanced and…
This past Wednesday, the Federal Reserve announced a 0.25% rate hike, bringing the federal funds rate to 5.00%. This rate hike was anticipated by the industry, as the Fed continues…
As we hit our stride in 2023, the headlines continue to bombard us with news of an imminent recession, continued inflation, additional interest rate hikes, a cooling housing market, and…
This has been a historic year for the stock market. The topics we were discussing around the dinner table earlier in the year have stuck with us like a bad…
As market volatility continues, we believe it is important to focus on what you can control when it comes to your portfolio, which includes fees, expenses and taxes. While tax…
The California Gold Rush began in 1849 at Sutter’s Mill in Coloma, California. The news of gold brought approximately 300,000 prospectors to California. Gold worth tens of billions of today’s…
My daughter and son-in-law are looking to move from their townhouse to a larger home with a yard. There are few homes available, and they have been making offers on…
A living trust is a great way to protect your assets and ensure that they are passed down to your loved ones in the way you intend. However, if you’re…
The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.