Dec 26, 2025 | Behavioral Finance, Congress, Estate Planning, Financial Planning, Investing, Issues that effect todays Market, Retirement, Social Security, Tax Concepts for Retirement, Weekly Financial Thought
Blog “Merry Christmas and Happy New Tax Year” We want to wish you a very Merry Christmas and hope that you all find time to celebrate with family and loved ones this holiday season. As we end one year, another starts and with a new year comes quite a number of...
Jul 18, 2025 | Behavioral Finance, Congress, Financial Planning, Retirement, Social Security, Weekly Financial Thought
Blog “Navigating Your Financial Landscape: Key Updates from the “Big Beautiful Bill” The recently passed “Big Beautiful Bill” (BBBP), signed into law on July 4, 2025, includes several provisions that are relevant for a wide range of individuals...
Apr 25, 2025 | Behavioral Finance, Congress, Estate Planning, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “Navigating Tariffs: Why History Favors the Patient Investor” Staying the Course Amidst Tariff Turbulence It’s hard to ignore the recent headlines. Talk of tariffs, potential trade disputes, and the resulting market swings can naturally cause unease for...
Mar 21, 2025 | Behavioral Finance, Congress, Issues that effect todays Market, Weekly Financial Thought
Blog “A Recession Won’t Help the Budget” Every so often I come across a theory that makes sense superficially but on closer examination doesn’t add up. The most recent one is that the current Administration wants a recession (or at least wouldn’t mind one)...
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...
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...
