All Financial Articles
Taking a Step Back: A 30-Year Look at Interest Rates
Interest rates have been rising quickly in recent months, capturing widespread attention for good reason. It’s rare...
What is a Bond & Why Are They Important?
Investment portfolios generally consist of stocks and bonds, but stocks seem to get all of the attention. Stocks seem...
An Off-Broadway Guide to AI
The explosion of artificial intelligence or AI over the last several years has been extraordinary, and the reality...
Market Turbulence and Recession Fears: What You Need to Know
As stock indexes plummet from record highs, many investors are left wondering what’s next. US stock indexes have been...
Interest Rates Are Coming Down: The Good & The Bad (not too ugly)
Interest rates have been elevated for over two years now. This is the result of the Federal Reserve fighting the post...
Let’s Talk About Death, Baby
Let’s begin with apologies to Salt-N-Peppa. Yes, the title of this post is a thinly veiled reference to their 90’s hit...
Why You Should Check Your Social Security Account
Social Security is often an afterthought for many people when it comes to planning for retirement. Claiming Social...
Banks: Canary in the Coal Mine?
We’ve been through a lot over the last three years. It began with a once in a century pandemic that we were fortunate...
ESG Investing: It’s Not Easy to Invest with Heart
Environmental, Social, and Governance Investing, or ESG is a hot topic right now. You may have seen ESG options in...
Removing Life Support: Post Pandemic Challenges
When the pandemic began, the world’s largest economy was put into what can be thought of as a medically induced coma....
Strange Times: Where Do We Go from Here?
We’re at a fascinating crossroads in the world of investing, and in many ways, a truly unique place. While the adage:...
Reddit Takes on Wall Street
The Reddit drama with GameStop and AMC has many people captivated, and it’s fascinating because nothing like this has...
A Rocky Road to a Bright New Year
Despite the pain wrought by the virus, there is finally a light at the end of the tunnel. The virus forced many of us...
Stuck in the Middle with You: Clowns & Jokers
Thinking about this post, the Stealers Wheel classic kept coming to mind. We seem to be at the natural half time of...
Watching the COVOID Weather
It’s been noted that 2020 reads like a Stephen King novel, and that doesn’t seem too far off base, Mr. King has even...
The Hangover: Too Much Money
The Big Cash Party As the worst of pandemic fears fade into memory it’s easy to forget the panic of 2020. A “shutdown”...
Coronavirus: To Sell or Not to Sell? (Mostly, Not)
The markets call things like the coronavirus black swan events. That thing with a very small chance of happening, but...
Holiday Reading List
Over the holidays many of us will spend some time curled up with our devices in a food coma, or using our devices to...
Beware the Annuity in Your 401(k)
We’re seeing a rise in annuity or income products offered as “investment” options in 401(k) plans. While investing...
Tax Efficient Charitable Giving
Heading into fall, with the holidays right around the corner, many of us begin thinking about our year end charitable...
Your Employer is Confused Too
While looking at some research on the Stanford Center on Longevity website, I came across an interesting white paper...
The Inflation Mystery
The March blog post offered a scenic tour of GDP, and why it’s an important economic measure for investors. Let’s...
GDP for the Cocktail Party
This blog may help you not avoid this topic if it comes up at a cocktail party, and you may become a little more...
Shop Like You’re Buying a House or Car!
When considering the big purchases in life, such as homes and cars, we typically spend time shopping, doing research,...
An “Interesting” Year
It’s Been an “Interesting” Year! Coming into 2018 the stock market was still chugging along with the momentum of a...
Why Are You Still Using Mutual Funds?
In thinking about this blog post I considered writing about “investment containers.” People will often say “I have...
Retirement: Hopes, Dreams & Fears
Retirement dreams, retirement planning, and retirement saving are all related, but this mental crossroads is...
A Midsummer Glance at the Markets
We’re half way through 2018, which is a great time to take a look at where we are and where the rest of the year may...
Banks Aren’t for Saving Money
When we talk about investments we usually focus on the stock or bond markets, and how things like our retirement...
Trade Wars? Give Trade Peace a Chance.
Last month the president announced tariffs on steel and aluminum, and this caught the markets by surprise (and it’s...
Well, That Escalated Quickly.
Over the course of a few short weeks the stock and bond markets went from a period of quiet, uninterrupted bliss to...
Retail Investors and Bull Markets
To set the stage, a rising market is often called a bull market. This comes from the idea that an attacking bull...
A Financial Advisory Firm with Heart and Soul
We believe your investments are more than a slew of numbers and graphs; they are an extension of you. They are part of...
Interest Rates: The Pleasure and the Pain
Interest rates remain stubbornly low, which has been great news for borrowers, and bad news for savers. Many of us...
What is a Bitcoin Anyway?
The bitcoin is getting a lot of attention these days, mainly due to its surging value. It has attracted many...