From Our President, Hot Topics

2021 IRS Limits Announced -The Game Show Version

One would think after a few years of writing a weekly blog, I’d have learned a thing or two. For...

From Our President, Hot Topics

What You Need to Know About The Candidates

If you didn’t know, there’s an election coming up! (I know, groundbreaking news, right?) I don’t think I gained a...

From Our President, Hot Topics, How to Invest

How Elections Affect Markets: Let’s Talk Politics

The number one, two, and three rules in my business are: don’t talk politics. I can insult your spouse, religion,...

From Our President, Hot Topics, How to Invest

Markets Hit an All Time High, What Did You Learn? {Because Here’s My Top 10}

The US stock market, measured by the S&P 500, has hit an all-time high! Let me repeat that for dramatic...

From Our President, Hot Topics

What We Are Watching: 8 Market Impacts

Now that the official start to summer has arrived, I always have the same thought. Why do the days have...

From Our President, Hot Topics

What Has This Pandemic Taught You About Spending?

Have you ever tried writing a blog while playing Hulk and Spider-man with a two-year-old boy? Well as of today,...

From Our President, Hot Topics

What the Heck is Going on With the Stock Market?

Happy unofficial start of the summer everyone. Summer is by-far my favorite season. This year’s Memorial Day, summer, back-yard BBQs,...

From Our President, Hot Topics, How to Invest

Emergency Savings During Covid: Have The Rules of Financial Planning Changed Forever?

For the more thought-provoking topic I’ve been thinking about these days: have the fundamental rules of financial planning changed? I’m...

From Our President, Hot Topics

Positive Side of Covid-19: 5 Positives to Covid

During times like these, I can hear my dad playing Johnny Nash’s I Can See Clearly Now. He always looked...

From Our President, Hot Topics

Unprecedented Times: This is Unprecedented!

These times are unprecedented. Whenever I speak to clients, I consistently hear them say something like this: Never in the...

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