Jun 27, 2025 | Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “Mirror Image Quarters and Iran” Maybe it goes without saying, but 2025 has not been short of news headlines and we are just coming up to the halfway point in the year! Interestingly the entire 2020’s decade so far has been quite a volatile one. Up to this...
Jun 13, 2025 | Behavioral Finance, Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “You Can’t Put a Price On Mental Freedom” We typically don’t recommend individual stock holdings for customers. While we will keep some holdings if the client is adamant about a specific company, we believe in a more passive and diversified equity...
May 9, 2025 | Housing, Issues that effect todays Market, Weekly Financial Thought
Blog “The Housing Issue for Younger Americans” For many of our clients, housing and the growth of their primary residence (and potentially investment properties) was a large contributor to their overall financial success. Yes, we all know that interest rates...