Estate Planning

The Federal Reserve recently voted to cut interest rates, shaving 0.5% off the benchmark. 1Markets rallied exuberantly at the news, reaching new highs. 2Why did the Federal Reserve cut rates?With inflation on…

Markets tumbled recently, giving their worst performance of 2024.1And then promptly rallied again.If you’ve been reading my recent emails, you’re probably not surprised.Let’s talk about what’s going on.What’s driving the…

We like to have options—and the more the better. We want more options in our cars, on our phones, and in our business dealings. How many options have you explored…

It’s been a wild August for markets.Recession fears kicked off the worst selloff since 2022 at the beginning of the month.Then markets staged a choppy recovery, even notching the strongest…

I’m sure you saw the headlines.After hitting new highs last month, markets experienced a significant decline, erasing months of gains. 1It may feel like the sky is falling.Let’s take a step…

Recent market events have left many investors feeling uneasy.The Japanese stock market recently crashed 1, driven by rising unemployment rates (now at 4.3% as of July) 2, disappointing corporate earnings, and the…

A lot has happened recently.After weeks of gains, markets slid as investors took a step back from big technology stocks. 1At the same time, a global IT outage took major corporations…

When you see headlines like, “Nvidia becomes world’s most valuable company…” 1 Or read that a few stocks are responsible for most of the market’s gains… Or see some newsletter…

The rocket’s red glare. Bombs bursting in air. Our flag … still there! What awesome images and powerful reminders Francis Scott Key’s “The Star-Spangled Banner” provide us, right? This year,…

When it comes to your personal life, do you settle for typical? Or do you strive for more? And do you follow your head AND your heart? The word “typical” doesn’t…