How Much Should We Really Be Saving For Our Kids’ College? l Ep 256
How Much Should We Really Be Saving For Our Kids' College? While college savings accounts like 529s provide some nice... Read more
I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? l EP 255
I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? We’ve seen a massive amount of change... Read more
I’d Like to Retire at 55. How Can I Access My Retirement Without Paying Penalties or Touching my Roth Accounts? l Ep 254
Retire at 55 - How to Access Retirement Without Penalties It’s been an interesting few weeks in the markets since... Read more
The Market Seems Expensive Right Now. Should I Be Worried? l GMB Ep 253
The Market Seems Expensive Right Now. Should I Be Worried? Should you be concerned that the market’s just made several... Read more
What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? l Ep 252
What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? A lot has happened in the markets... Read more
Market Perspectives: Tariffs, Media & Diversification
Regardless of where you fall on the political spectrum, I think we can all agree that Trump’s fiscal and foreign... Read more
Estate Planning: Streamlining the Transition
Planning the transition of your assets isn’t just about maximizing the amount passed on and simplifying the handover—it’s really about... Read more
April Market Commentary: A Shock to the System: Tariffs, Stagflation and Market Corrections
March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected,... Read more
Is Your Portfolio Ready for 2025?
A new presidential administration will be working towards a very different agenda, and it will play out against the backdrop... Read more
Tariffs, Inflation, and Taxes: Where’s the Balance?
February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements... Read more
Social Security and Taxes: Changes for 2025
Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the... Read more
February Market Commentary: A New Administration Gets Down to Business
January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires.... Read more
Planning for Potentially Higher Volatility in 2025
Last year ended with a strong economy and positive stock and bond market returns. With inflation under 3% and GDP... Read more
January Market Commentary – Seems Like Old Times?
December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland... Read more