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...
Jun 27, 2025 | Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “Mirror Image Quarters and Iran” Maybe it goes without saying, but 2025 has not been short of news headlines and we are just coming up to the halfway point in the year! Interestingly the entire 2020’s decade so far has been quite a volatile one. Up to this...
Jun 13, 2025 | Behavioral Finance, Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “You Can’t Put a Price On Mental Freedom” We typically don’t recommend individual stock holdings for customers. While we will keep some holdings if the client is adamant about a specific company, we believe in a more passive and diversified equity...
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....
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...
