Small Wins I’ve got three small wins for you this week.When it seems like there’s a flood of bad news and everything is unpredictable, I think it’s important to highlight…
Read MoreMarket Lessons You Should Know Let’s talk about markets for a minute. The most recent inflation data shows that inflation continues to persist near recent highs. 1 The trend makes…
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You Can’t Afford Not To… Market fluctuations have many retirees and soon-to-be retirees questioning if it’s time to get out of the market. Click here as I share a…
Read MoreInvesting in Equities in Retirement Investing in equities in retirement requires strategic thinking in both the best of economic times, and those of uncertainty. Click this link as I…
Read MoreWhat a Slinky Has to do With Your Retirement The markets have been a little crazy lately, wouldn’t you say? I wanted to check in— how are you? Wanting to…
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Who’s on Your Team? When you were in school, chances are you were on some sort of sports team. Teams are an integral part of life, from childhood and on…
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Recession? (Y/N) Are we in a recession?Depends on who you ask. That’s pretty confusing, right?Let’s discuss.The most common definition of a recession is two consecutive quarters of negative growth. 1The economy…
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It’s Time to Hold Your Advisor Accountable Most wealth advisors follow the same plan for every affluent person who walks into their office. That’s crazy! You’re unique, and you deserve…
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Rollercoaster Ride? A short email about rollercoasters.Markets rallied in relief on some better-than-expected data on Friday. 1 It was a bright spot in what has seemed like a relentless parade of bad…
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Why I’m an Optimist For the past few months (years, really) it seems like there’s a 24/7 stream of bad news bombarding us all the time.Markets, the economy, housing prices,…
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