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Policy Shifts Expected after Trump Wins Presidency

Nov 15, 2024 | Congress, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog “Policy Shifts Expected after Trump Wins Presidency” The magnitude of U.S. President-elect Donald Trump’s victory last week brings the strong likelihood he will have a mandate for his economic, market and foreign policy agenda. Winning the Electoral College...

Tips for Lowering Taxes in Retirement.

Nov 8, 2024 | Financial Planning, Retirement, Tax Concepts for Retirement, Uncategorized, Weekly Financial Thought

Blog “Tips for Lowering Taxes in Retirement” So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably. While that is certainly an important topic, considering how these...

Don’t Live with Election Fear

Nov 1, 2024 | Congress, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog “Don’t Live with Election Fear” I thought it was high time to harken back to 2020 and remind everyone that regardless of our biases and desires, living with election fear when it comes to our investing usually doesn’t end up well! I hope you enjoy reading...

4 Money Lessons They Should Teach in High School

Oct 18, 2024 | Behavioral Finance, Uncategorized, Weekly Financial Thought

Blog “4 Money Lessons They Should Teach in High School” Growing up in America we are taught many valuable things in high school, but an area that has historically been ignored is personal finance.  While Chemistry is almost always on the curriculum (I haven’t...

Leasing vs. Buying Your Next Car

Oct 11, 2024 | Behavioral Finance, Financial Planning, Uncategorized, Weekly Financial Thought

Blog “Leasing vs. Buying Your Next Car” With the used and new car market being an interesting space right now, I thought this article from Eric Roberge at “Beyond Your Hammock” did a great job breaking down the age-old question of leasing vs. buying your next car. If...
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