Estate Planning
New bull market?
A new deal finally put the debt ceiling issue to rest (for now, anyway), and stocks are rallying. Are we on the brink of a new bull market? We might…
Read MoreDebt storm ahead?
Politicians are creating more drama than Hollywood over the federal debt ceiling.Let’s recap what we know with some educated speculation about what could happen next.[Scroll down to the bottom for…
Read MoreFull of Hot Air?
magine there are 100 miles between you and a goal. A place you want to get to. But the land in between is chock full of canyons, crevasses, and crumbling…
Read MoreCorrection Incoming?
Markets are doing their thing again, so let’s discuss.Markets tumbled, heading into negative territory, and then bounced back. And then promptly fell again. 1We’re caught in a whipsaw pattern of uncertainty.Is…
Read MoreGive Now or Give Later
For centuries there were families that hung in the balance awaiting the king to choose which heir would be the successor. All too often the choice of successor was whispered…
Read MoreGood News (Optimism)
What’s some good news from your life?It doesn’t have to be big news. Have you had a really good meal with loved ones?Celebrated a milestone?Read a really good book?I ask…
Read MoreYou Are Not a Number
Sci-fi book series and movies franchises have always remained popular. According to story lines like the ones featured in The Hunger Games and Divergent series, one day we’ll all be…
Read MoreDo You Watch Your Language?
I want to share a quote with you from Desmond Tutu: “Language is very powerful. Language does not just describe reality. Language creates the reality it describes.” It got me…
Read MoreBank failures = recession?
Let’s talk about what’s going on in markets and the economy after the recent bank failures. Quick recap: Over the last few weeks, several banks have collapsed under the pressure…
Read MoreSVB and bank collapses
Is it 2008 all over again? Should we be worried about the financial system collapsing?Deep breath. Let’s discuss.On March 10th, Silicon Valley Bank (SVB), a bank catering to startups closed…
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