Generation X
When Will the Markets Go Back Up?
What follows is a hypothetical conversation in response to the question, “When will the markets go back up?” “Are we there yet?” No....
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Two Sides of the Same Coin: Inflation and Recession
Humor me while I repeat myself. There are some points worth making more than once. Especially when it comes to inflation, recession, and...
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2021 Market Outlook
When my clients ask me for my 2021 Market Outlook, I gently laugh and say, “Well, let’s hope it is more accurate than...
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The Housing Market Is On Fire, Is It 2007 All Over Again?
One of the shining spots in the US economy right now is the housing market. Between seeing it firsthand in my own neighborhood...
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Be Prepared for Your First-Time Home Purchase
Clients often ask me what one can do to best prepare for buying a house, especially for the first time. If you are...
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States Are Reopening, Are Consumers Starting to Spend?
You will often hear, “so goes the consumer, so goes the United States economy.” This is a phenomenon that has grown during my...
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Economic Commentary: March 10, 2020
Following yesterday’s sell off we wanted to share some thoughts and facts about the economy and the market. Lost in a new cycle...
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Get the Checklist: Organizing Your Finances for the New Year
New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial...
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Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.
Over the summer there was an interesting IRS ruling that was spurred by a single company trying to provide a unique perk to...
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