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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Recession ahead? (read on for hope)

Recession ahead? (read on for hope) Today, a quick overview of what’s going on in the financial and economic world. (Plus a discussion of the hunt for beauty in the mundane.) Stocks seem to be caught in a volatile pattern as Q1 earnings season heats up. Something surprising could trigger a big move, but it’s…

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Could You Use a New Approach to Retirement?

Could You Use a New Approach to Retirement?   Making the transition from working to retirement requires a new way of thinking… Click here to watch this brief 2 minute video sharing my thoughts. Not sure if you’re positioned to retire when you want to? Click here to schedule a complimentary, no-obligation conversation to review…

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Better or Worse?

Better or Worse? First, a quick note: There’s not much new perspective on current events I can offer. Markets are still locked in a volatile pattern and will probably continue that way for the foreseeable future. Today, I have a big-picture question for you if you’re interested. While absorbing the recent news, we can be…

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The Retirement Transition

Will Inflation Rob Your Retirement? Ready to make the jump form your working life to retired life? Many things to consider. Watch this brief 2.5 minute video as I share some thoughts on the topic: Not sure if you’re positioned to retire when you want to? Click here to schedule a complimentary, no-obligation conversation to…

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Is the Sky Really Falling (again)?

Is the Sky Really Falling (again)? Just a quick note to offer some perspective on the (many) headlines floating around. There are almost too many things to be worried about right now, so I’d like to pause for a second to remember the abundance in our lives. Especially when so many folks are suffering. When…

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Will Inflation Rob Your Retirement?

Will Inflation Rob Your Retirement? The idea of preparing for retirement can be stressful for some, and even more so during periods of inflation. Watch this brief 2.5 minute video as I share my thoughts on the topic. Not sure if your retirement plan can weather periods of inflation?     _____________________________________________________________________________ “Price is what…

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Hard Times (and hope)

Hard Times (and hope) Hard times are here. (I’m still optimistic, though; I’ll explain why at the end.) People are dying, running for their lives, and watching everything they’ve worked for go up in literal flames. And, because of technology, we’ve got a front-row seat in real time. Energy prices are spiking, markets are melting…

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The Stock Market Experience

The Stock Market Experience Are you ready for the ups and downs of the stock market experience? Click here to watch this short, 2-minute video on my thoughts: Not sure if you have a plan to weather the volatility? Click here to schedule a complimentary, no-obligation conversation to review your plan.   _____________________________________________________________________________ “Time is…

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What Comes Next?

What Comes Next? Some perspective on the grim situation in Ukraine and what could happen in markets. The invasion of Ukraine is a serious and scary escalation in tensions between Russia, Europe, and the United States. Before we dive in to what it could mean, let’s take a moment to think about the many folks…

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