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 9, 2025 | Housing, Issues that effect todays Market, Weekly Financial Thought
Blog “The Housing Issue for Younger Americans” For many of our clients, housing and the growth of their primary residence (and potentially investment properties) was a large contributor to their overall financial success. Yes, we all know that interest rates...
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)...
Mar 7, 2025 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Retirement, Weekly Financial Thought
Blog “Your Goals > Stock Market Movements” Investors are nervous right now. For those who’ve been reading our weekly articles for some time, you might recognize the above title. We have re-visited the idea that your personal goals should hold a greater weight...
