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…
What will the new administration do first?
Now that the election is over, what will the new administration prioritize in the new year?Here are a few things we’re watching in the months ahead:The debt ceiling…
President Trump wins. Now what?
President Trump has won reelection; what does that mean for investors?Let’s discuss.Markets reacted to the news by rallying to new record highs. 1Does that indicate they see president-elect Trump’s…
Could the election affect your retirement?
Happy Election Day! There are many around you who may be unsettled about the outcome regardless of the results. Because there are many issues that will not be…