Volatility Returns
Volatility returned in a big way over the last few trading sessions, with this being the case I wanted to get the thoughts of where things are and what things are having …
Prices Going Up in 2022?
I hope you're warm, well, and looking forward to some time with family and friends.
Capitol Hill is producing more drama than Hollywood
We've got bold statements, ultimatums, cliff-hangers, and confusing sequels. We've even got folks paddling up to Senators' party boats to discuss tax reform. Let's recap …
Could the Fed's actions cause a correction or economic slowdown?
How are you doing? Are you making plans for fall or taking a step back to reassess? Can you hit reply and let me know? There's a lot to weigh right now, so I'm curious to …
Headlines are looking grim again, so let's pause and take stock.
Why are the headlines terrible? Because the media loves drama. This is not news to you or me or anyone who pays attention. The 24-hour news cycle is there to whip up emot …
Is the Sky Falling?
There's a lot going on in the world right now. I thought this blog was going to be about the $3.5 trillion budget deal or what to do with any child tax credits that may b …
How Do I Break Up with My Financial Adviser?
In last week’s blog we covered reasons to consider changing your adviser. So, let’s say you’ve decided to make the change. Now, you are considering how to approach it.
Is Your Financial Adviser at Your Big Box Broker Dealer Changing Again?
I have heard from quite a few folks, and honestly for a lot of my career saw this first-hand — the one constant with their financial adviser at their large firm is change …
Infrastructure and Taxes
Are you tired of hearing about taxes? It seems as if this is a never ending debate. Alas, here we are. I will try here to provide some clarity to what is going on in Wash …
What is a CERTIFIED FINANCIAL PLANNER™ Professional?
A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner B …
