Key market insights – and your next steps
As we approach the close of the first quarter of 2025, uncertainty around the economy continues to grow. Market turbulence and recession fears have many rethinking their…
Market Swings & Your Portfolio: What Really Matters
You’ve seen the headlines—market selloffs, recession worries, and trade tensions have investors on edge.But here’s the thing: Market moves like this aren’t new, and they certainly aren’t the…
Is a Roth Conversion Right For You?
Could a Roth conversion help you take advantage of current tax laws and market conditions?A Roth IRA offers a powerful way to create tax-free income in retirement, if…
Is Market Risk Rising?
After reaching more new highs recently, markets have pulled back and gotten choppy. 1Let’s break down what’s happening and why it matters.What’s driving recent volatility?Concerns about the impact of…
Feeling uneasy about the market? Read this first
It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions, and a potential economic…
New Year Update: 2024 Reflections & 2025 Expectations
I hope your start to the new year has been going well and that you made some special memories with your loved ones over the holidays.As we step…
LA Wildfires & the Economic Impact
Like me, I’m sure your heart goes out to all those affected by the wildfires in Los Angeles. Perhaps someone you know has been directly affected.Wildfires can be…
New Year, New Way to Set Goals
Happy New Year! Instead of New Year resolutions, set personal goals. Set goals around the behaviors and mindsets you can control, that can lead you to the outcomes…
What the Season Is Really About
Did you go shopping during the wee hours of the morning on Black Friday? (Or did you avoid it all together, and switch to online shopping as many…