Estate Planning

Just a quick note to offer some perspective on the (many) headlines floating around.There are plenty of things to be worried about right now, so I’d like to pause for…

Do you feel like the economy isn’t making a lot of sense right now?Is there a mismatch between the headlines and your perception?If so, you’re not alone.There’s a big divide…

I’m writing to offer some thoughts on the horrific situation unfolding in Israel.The devastating terrorist attacks have already cost thousands of lives and may profoundly affect the region.While the violence…

What’s going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let’s discuss. Why did markets melt down? A combination…

Ever wonder why some people are perfectly calm during market swings…While you’re left wondering what’s going on? And what you should do next?If you’re 100% happy with the advice you’re…

Is a new recession warning flashing? Let’s discuss. You’ve probably heard me say that consumers (like us) are the backbone of the U.S. economy. It’s true. Consumer spending accounts for…

You might have heard that Fitch downgraded the U.S. government’s credit rating in August. 1What does that mean for you?Let’s discuss.Who is Fitch Ratings, anyway?When companies and governments issue bonds, the…

How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? (My crystal ball is in the shop so I’d like to borrow…

You’ve probably heard the adage “time in the market” — not timing the market — as a rule of thumb for investing success. This philosophy stems from long-standing proof that,…

A word about recessions. Are we still going to see one this year? Let’s discuss. (Bored by talk about the economy? I’ve got you covered. Scroll down to my P.S.…