Jan 4, 2024 | Housing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “2024 Housing Outlook” As we kick off another year, I’m filled with optimism. Not because I think everything will be smooth sailing, but because even if we have a tough year, the economy has proven resilient over the long-term and this will be another...
Dec 15, 2023 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Retirement, Tax Concepts for Retirement, Uncategorized, Weekly Financial Thought
Blog Retirement for the Next Generation 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 (sometimes called a minor IRA). I also...
Nov 17, 2023 | Behavioral Finance, Issues that effect todays Market, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “Stocks have a Case of Bad Breadth” ‘Market-breadth’ refers to the number of companies responsible for driving the returns of the overall market. If a small number of companies account for the vast majority of the market’s (or an index’s) return over...
Nov 10, 2023 | Housing, Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Housing Market Frustrations” Last week I spoke about the complacency we feel in the US economy despite some attractive economic metrics. Yes, unemployment is historically low, yes GDP grew over 4% in the third quarter of 2023, and yes inflation seems more...
Nov 2, 2023 | Issues that effect todays Market, Weekly Financial Thought
Blog “Complacency in the US Economy” How bad or good is the US economy right now? Why is it that good news seems to create negative reactions in the stock market? Are we spoiled from the recent low interest rate...
Oct 20, 2023 | Health Care, Retirement, Uncategorized, Weekly Financial Thought
Blog “Common Financial Scams Targeting Older Adults” As our world becomes ever more digital, it is easier and easier for scammers to present legitimate appearing situations that end up being financial scams targeted at the elderly. I’ve personally had friends and...
