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“Yield Curve Inversion”

Aug 4, 2023 | Financial Planning, Investing, Issues that effect todays Market, Weekly Financial Thought

Blog “Yield Curve Inversion”   If you loan (not gift) someone money for 2 years, you would expect to get your money back plus some level of interest since they held your money for 2 years.  If you decided to loan that same money to someone for 10...

“Good and Bad News About the Economy”

Jul 21, 2023 | Behavioral Finance, Financial Planning, Weekly Financial Thought

Blog “Good and Bad News About the Economy”   It is hard to decide which voices you listen and ultimately which voices guide your line of thinking and decision making.  I thought this recent article from Ben Carlson at a Wealth of Common Sense did a great...

“The Increase in Americans Retiring Overseas”

Jul 7, 2023 | Financial Planning, Housing, Retirement, Weekly Financial Thought

Blog “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 retirement locations...

Should we be Bullish for the 2nd Half of 2023?

Jun 23, 2023 | Financial Planning, Investing

It’s safe to say that with all the talk of a pending recession coming into 2023, the first half of the year has been more favorable than expected for stockholders.  The S&P 500 is up around 20% from its lows in October 2022.  This has been nice to see but is...

“Quoting and Comparing Home and Auto Insurance”

Jun 9, 2023 | Financial Planning, Housing, Issues that effect todays Market, Weekly Financial Thought

Blog       Quoting and Comparing Home and Auto Insurance   Many of you may not know, but May was national insurance planning month and while insurance isn’t the most exciting of topics, it is usually a place that monthly or annual savings can be found with a little...

“Debt Ceiling Showdown”

May 19, 2023 | Congress, Financial Planning, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog   “Debt Ceiling Showdown”   I thought this recent article from Capital Group did a good job summarizing the debt ceiling issues and what, if anything, investors should be doing as a result.  Unfortunately, the reality is that we’ve been here before in...
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