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Making Sense of Wild Stock Swings

Aug 7, 2026 | Investing, Issues that effect todays Market, Uncategorized

Blog Making Sense of Wild Stock Swings If checking your portfolio lately feels like riding a roller coaster without a seatbelt, you’re not alone. One week, headlines proclaim market highs driven by booming corporate earnings and AI growth; the next, a sudden spike in...

The Increase in Americans Retiring Overseas

May 29, 2026 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought

Blog May 29th, 2026   “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...

News Story Highlights from the Week that Was

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...

Weekly Financial Thought – March 13th – “Headline Noise vs. Long Term Fundamentals”

Mar 13, 2026 | Behavioral Finance, Financial Planning, Investing, Uncategorized, Weekly Financial Thought

Blog March 13th, 2026 “Headline Noise vs. Long Term Fundamentals” Unless you’ve been living under a rock, the headlines this week have been impossible to miss. With the conflict in the Middle East dominating the news and oil prices experiencing a sudden, sharp spike,...

Revisited – Starting Your Children’s Retirement

Feb 16, 2026 | Financial Planning, Investing, Investing Goals, Retirement, Uncategorized, Weekly Financial Thought

Blog February 13th, 2026  Revisited – Starting Your Children’s Retirement We have written posts in the past about setting your children up for retirement which you can find here.  In this article, we wanted to dive in deeper to this concept of a Custodial IRA...

Are we in an AI Bubble

Nov 14, 2025 | Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

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