Estate Planning
Tragedy in Israel
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…
Read MoreMarket drop (explainer)
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…
Read MoreSuffering in silence?
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…
Read MoreAmericans spending? (recession warning)
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…
Read MoreTrouble Ahead? (debt downgrade)
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…
Read MoreHow High Will Rates Go?
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…
Read MoreDon’t Let Market Downturns Rain on Your Retirement Parade
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,…
Read MoreIs a Recession Coming?
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.…
Read MoreStop Squandering Your Greatest Resource
Time is what we want most, and yet it’s what we use worst. Your time is precious. It’s also your most limited resource, while your abundant resource is money. The…
Read MoreHow’s the Ecomony?
Big question: how’s the economy doing?With the year more than half over and markets on a spree, it’s an important question to consider.Let’s dig into the latest data and find…
Read More