May 15, 2026 | Financial Planning, Housing, Issues that effect todays Market, Weekly Financial Thought
Blog May 15th, 2026 “When Should I Re-Finance My Mortgage?” In the world of finance, we often get caught up in the “headline rate.” We see an advertised interest rate on a screen or a billboard and think, “That’s lower than what I have; I should...
Apr 24, 2026 | Behavioral Finance, Financial Planning, Issues that effect todays Market, Weekly Financial Thought
Blog April 24th, 2026 Geopolitics, The Long View, and Navigating the Fog of Conflict As we close out the final full week of April, the headlines remain dominated by a familiar and sobering theme: the “Shadow of War.” Between the ongoing instability in the...
Apr 3, 2026 | Behavioral Finance, Financial Planning, Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog News Story Highlights from the Week that Was This past week has been a whirlwind of geopolitical tension, shifting regulatory landscapes, and a fundamental reassessment of the “higher-for-longer” interest rate environment. As we close out the...
Feb 27, 2026 | Financial Planning, Housing, Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “The “Stay or Go” Dilemma: Rethinking the Cost of Home” You may have heard others say how the American home is the “staple” of our economy and a primary source of wealth. We are a nation of homeowners, and for many of you, the...
Feb 20, 2026 | Behavioral Finance, Financial Planning, Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought
Blog “Why the Stock Market Isn’t a Casino” I’ve heard people say before that the stock market is simply organized gambling and while I understand the sentiment I would have to disagree especially when you take into account the time it takes for a bet...
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...
