Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
Is inflation rising again? And if so, how will that affect the economy and markets?
Read More
Is it Time to Refinance Your Mortgage? That Depends on When You Closed. Even a small reduction in interest rate can make a big difference on your monthly
Read More
Can a simple list be the financial superpower you're been looking for?
Read More
Are you prone to this behavior? Here's a hint...we all are!
Read More
What did savvy investors take away from Q4? What predictions do they have for the rest of 2024? We definitely have some challenges ahead - we break it down in
Read More
The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time
Read More
The idea of debt is a very old concept (likely back to 3500 BCE, or earlier) and it has shaped much of the world that we see today.
Read More
The benefits of planning are evident everywhere you look! While on a recent trip to Switzerland...
Read More
Great article demonstrating concentration risk. Silicon Valley Bank has done an incredible job of supporting companies doing some of the most important work on
Read More
It's all about that Rate
Read More
