Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.
Inflation is Coming, Learn Why!
March 29, 2021 10:25 amI’m writing this blog on the first day of Spring, thinking about how different our lives are now from a year ago. I’m painfully
Read MoreAmerican Rescue Plan Stimulus Checks: What Those on the Cusp of Eligibility Need to Know
March 15, 2021 9:29 amThe American Rescue Plan Act of 2021 is massive and complicated - impacting individuals, businesses, educators, state and local governments, while addressing the pandemic
Read MoreThree Considerations to Help Women Achieve Financial Independence
March 8, 2021 11:42 amIn honor of women’s history month, we acknowledge the many achievements and contributions women have made throughout the years, but we also recognize the
Read MoreHow the CARES Act Suspension of RMDs will Affect Your Taxes
February 11, 2021 9:49 amMany folks took advantage of the fact that required minimum distributions (RMDs) from qualified accounts were suspended in 2020 due to the CARES Act.
Read More2021 Market Outlook
January 4, 2021 11:17 amWhen my clients ask me for my 2021 Market Outlook, I gently laugh and say, “Well, let’s hope it is more accurate than last
Read MoreThe Housing Market Is On Fire, Is It 2007 All Over Again?
December 14, 2020 1:05 pmOne of the shining spots in the US economy right now is the housing market. Between seeing it firsthand in my own neighborhood and
Read MoreMarket Optimism
November 9, 2020 11:20 amOur investment committee went into the election feeling quite positive about the equity markets for 2021. The outlook looked constructive whether the election produced
Read MoreHas the Federal Reserve done enough? Will we see negative interest rates?
October 1, 2020 9:25 amBefore COVID hit, a few family members and I were competing in our own version of Biggest Loser, trying to see who could lose
Read MoreBe Prepared for Your First-Time Home Purchase
September 14, 2020 10:39 amClients often ask me what one can do to best prepare for buying a house, especially for the first time. If you are considering
Read MoreA Tale of Two Bridges
September 8, 2020 11:40 amThe question I get most often from clients is, “Why is the stock market doing so well when the economy is suffering?” For most
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