Why It’s Going to Be OK (find some hope here)

Why It’s Going to Be OK The last few weeks (and months) of volatility have told us that we’re sailing in stormy waters. This is a quick note to tell you that it’s going to be OK. A few things I’d like you to keep in mind right now:”Unprecedented” events can happen much more often…

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Will Your Plan Work as Planned?

Is Your Estate Plan Integrated with Your Financial Plan?   Having an updated estate plan that is integrated with your financial plan is crucial in avoiding costly mistakes. Click here to watch this brief 5 minute interview with estate planning attorney, Cleve Hill, where we discuss the benefits of an integrated plan. Not sure if…

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That 70’s Economy

That 70’s Economy Markets gifted us with another burst of volatility and headlines are looking apocalyptic again. Some folks might think it’s time to bail on markets for the summer, but I’ll tell you why that thinking is a mistake. First, let’s peel back some layers to explore what’s driving markets. The latest selloff was…

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Another Wild Ride

Another Wild Ride Markets bucked and sold off again. 1 Should we be worried? Not necessarily. These things happen pretty regularly, especially when headlines are negative. In fact, you might recall that we kicked off 2022 with a big drop. 2 So, let’s talk about what’s behind the latest wild market ride. (Scroll to the end if…

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