Nov 28, 2025 | Behavioral Finance, Financial Planning, Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought
Blog “A Note on Markets, Perspective, and Gratitude” As we approach Thanksgiving, a time for family, reflection, and gratitude, it’s also a time when many of us naturally take stock of our financial lives. The financial news headlines have been hard to ignore...
Oct 31, 2025 | Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Weekly Financial Thought
Blog “The All-Time High Dilemma: Why 2025’s Records Are Just Another Step” The 2025 Market Story So Far As we head into the final quarter of 2025, it’s hard to ignore the headline: the stock market is setting records again. The S&P 500 index recently...
Oct 17, 2025 | Behavioral Finance, Financial Planning, Investing, Retirement, Social Security, Tax Concepts for 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...
Sep 26, 2025 | Financial Planning, Investing, Investing Goals, Retirement, Weekly Financial Thought
Blog “The 4% Rule is now the 5% Rule” A financial expert named Bill Bengen, who created the famous 4% Rule, has a new book called A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More. The 4% Rule was a game-changer for retirement planning...
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...
May 16, 2025 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Weekly Financial Thought
Blog “The Boring Advice Proves Itself Again” 2025 has certainly been a roller coaster ride for stocks. Just over a month ago the S&P 500 was down over 15% for the year, and now, as I write this on May 13th, the S&P 500 has gained 18.3% since April 8th....
