Blog

News, podcasts and insights for you

Presidential Elections InvestingInvestment Strategy
Presidential Elections – Stay the Course

Elections come with a reliable frequency. Market movements, though, are fairly unpredictable. While historical market data reflects this, human psychology can fall prey all too often to the most dangerous phrase in investing –“but this time it’s different.” Most investors want reasonable returns — to be compensated for the risk …

Read More
Baby General Planning
LIFE series: Having a Baby
Have a kid they said – it’ll be fun they said… As a matter of fact, they were absolutely right! But like so many fun ...
Read More
401(k)Employee BenefitsFinding an Advisor
LIFE series: Leaving A Job
We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...
Read More
401(k)Employee BenefitsGeneral Planning
LIFE series: A New Job
Next up on the LIFE seres we are looking at some of the financial factors a New Job can bring. While a new job can ...
Read More
Market Commentary Investing
Market Commentary May 2024
  Inflation and its stickiness have recently been a persistent topic in news outlets. Measured against prices a year ago, inflation is at 3.5% as ...
Read More
General Planning
LIFE series: Divorce
We are back with You-Only AdviceTM , where we cover the best days, and, the hardest days too. Marriage and divorce both bring a flood ...
Read More
Uncategorized
More Isn’t Always Better
Gambling ads are seeming to pop up everywhere. Celebrities appear on your screen, regaling you with the betting advantages available on the app they are ...
Read More
Are IPOs a good investment? General PlanningInvestingInvestment Strategy
Are IPOs a good investment?
With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or ...
Read More
Uncategorized
LIFE series: Marriage
It could be said that life is a series of events. We plan and prepare for these moments in time, but can’t control everything . ...
Read More

Let's set up a meeting!