
2022 Marked the Worst Bond Year……
2022 Marked the Worst Bond Year…… ever? What does that mean for your portfolio?

Crypto-Told-You-So
Here's a crypto-told-you-so, and it's no surprise that I'm not a fan of crypto in general. It's more of a...

Great News: Last Year Was a Terrible Year in The Markets!
Great News: Last Year Was a Terrible Year in The Markets! Why a bad year in the markets can be...

Secure Act 2.0: Key Changes
Secure Act 2.0: Key Changes - Learn what changes are happening to the new Secure Act and how they may...

I Took Advantage of The Incredible Sales Recently, Did You?
I Took Advantage of The Incredible Sales Recently, Did You? And I'm not talking about Black Friday and Cyber Monday...

Markets & Midterms
Midterms & Markets: How do politics impact the stock market? Does the president influence the stock market? Find out in...

It’s A… Live! (Student Debt Relief, That Is)
Student debt relief is live! Are you eligible? When will it take effect? Learn more in our latest blog.

This Financial Planner’s Playbook
Take a peek into this financial planner's playbook - it's the advice I use for myself and for my clients....

Bear Market Lessons – Things to Keep in Mind When You’re Nervous About the Markets
Feeling nervous about the markets lately? Keep these bear market lessons in mind.

To Borrow or Not to Borrow? That is the Question
When rates are high, the question is: to borrow or not to borrow? Read about the pros and cons with...
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