Life & Planning

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…

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…

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…

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,…

Uncertainty vs. Reality A philosophical question for you before we dive into the latest. Is the world more uncertain right now than it has been in the past? Or are…

Why It’s Going to Be OK The last few weeks (and months) of volatility have told us that we’re sailing in stormy waters. This is a quick note to tell…

That 70’s Economy Markets gifted us with another burst of volatility and headlines are looking apocalyptic again. Some folks might think it’s time to bail on markets for the summer,…

Another Wild Ride Markets bucked and sold off again. 1 Should we be worried? Not necessarily. These things happen pretty regularly, especially when headlines are negative. In fact, you might recall…