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Re-Escalation and Your Portfolio

Jul 24, 2026 | Behavioral Finance, Financial Planning, Issues that effect todays Market, Weekly Financial Thought

Blog “Re-Escalation and Your Portfolio” Over the past week, headlines surrounding the re-escalation of conflict and rising geopolitical tensions involving Iran have dominated the global news cycle. For anyone tuning into the news, the sense of uncertainty is palpable....

Headlines vs. Horizon

Jun 26, 2026 | Behavioral Finance, Investing, Issues that effect todays Market, Weekly Financial Thought

Blog “Headlines vs. Horizon” If you’ve glanced at the financial news over the last week, you’ve likely noticed a distinct shift in tone. After a sustained period of market highs and relatively smooth sailing, volatility has made a sharp return to the headlines...

Navigating a Top-Heavy Market

Jun 19, 2026 | Financial Planning, Investing, Issues that effect todays Market, Portfolio Diversification, Weekly Financial Thought

Blog June 19th, 2026   “Navigating a Top-Heavy Market”   It is human nature to love a winner. When a single sector of the market goes on a historic, multi-year run—fueled by generational breakthroughs like artificial intelligence and massive corporate...

Inflation: The Silent Killer of Retirement Plans

Jun 5, 2026 | Financial Planning, Retirement, Weekly Financial Thought

Blog “Inflation: The Silent Killer of Retirement Plans” We talk a lot about inflation in the headlines – rising gas prices, higher grocery bills, the cost of… well, everything. But while we feel its immediate pinch in our daily lives, there’s a far...

The Increase in Americans Retiring Overseas

May 29, 2026 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought

Blog May 29th, 2026   “The Increase in Americans Retiring Overseas”   America can be an expensive place.  Having personally lived overseas, it’s not to say that other areas are always cheaper, but the reality is that more and more Americans are finding...
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