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  • 2025: The Year of Extreme Volatility, More in 2026?
    Macroeconomics, Markets Update, Quarterly Commentary

    2025: The Year of Extreme Volatility, More in 2026?

    January 8, 2026

    As 2025 began, the S&P 500 was on the heels of its strongest back-to-back yearly performance since the 1990s. Wall Street was cautiously optimistic about…

    Read more: 2025: The Year of Extreme Volatility, More in 2026?
  • Estate Planning
  • Financial Planning
  • Fraud Prevention
  • Insurance
  • Macroeconomics
  • Markets Update
  • Medicare
  • Quarterly Commentary
  • Social Security
  • Tax Planning
  • Uncategorized
  • Markets – 4th Quarter, 2022
    Markets Update, Quarterly Commentary

    Markets – 4th Quarter, 2022

    January 20, 2023

    After a bull market that lasted nearly 15 years, markets experienced a massive pullback in which…

    Read more: Markets – 4th Quarter, 2022
  • Secure Act 2.0 – What you NEED to know
    Financial Planning, Quarterly Commentary, Tax Planning

    Secure Act 2.0 – What you NEED to know

    January 20, 2023

    Just prior to Christmas, Congress passed an important piece of legislation addressing the continued need to…

    Read more: Secure Act 2.0 – What you NEED to know
  • Macroeconomic View & Markets
    Macroeconomics, Markets Update, Quarterly Commentary

    Macroeconomic View & Markets

    October 17, 2022

    Throughout 2022, the broad market selloff and the aggressive Federal Reserve rate hikes have been prominent…

    Read more: Macroeconomic View & Markets
  • Get Paid for Home and Car Upgrades
    Financial Planning, Quarterly Commentary, Tax Planning

    Get Paid for Home and Car Upgrades

    October 17, 2022

    There are tangible ways you can personally benefit now and into the future from the Inflation…

    Read more: Get Paid for Home and Car Upgrades
  • MY BEST ADVICE WILL NEVER GROW OLD
    Financial Planning, Quarterly Commentary

    MY BEST ADVICE WILL NEVER GROW OLD

    October 12, 2022

    I am taking the liberty in this Commentary to repeat advice I have given in my…

    Read more: MY BEST ADVICE WILL NEVER GROW OLD
  • Inflation, Recession, Bear and Bull Markets: Facts and Advice
    Financial Planning, Macroeconomics, Markets Update, Quarterly Commentary

    Inflation, Recession, Bear and Bull Markets: Facts and Advice

    July 15, 2022

    A bear market is a period of time during which securities prices drop by 20% or…

    Read more: Inflation, Recession, Bear and Bull Markets: Facts and Advice
  • Macroeconomic View & Markets
    Macroeconomics, Markets Update, Quarterly Commentary

    Macroeconomic View & Markets

    July 15, 2022

    The U.S. economy continues to be quite strong, but there are signs the anticipated slowdown is…

    Read more: Macroeconomic View & Markets
  • Bear Market Planning Moves
    Financial Planning, Quarterly Commentary

    Bear Market Planning Moves

    July 14, 2022

    We have all felt some level of discomfort with the market plunge this year. There could…

    Read more: Bear Market Planning Moves
  • Higher Prices and Inflation-Part II
    Financial Planning, Macroeconomics, Markets Update, Quarterly Commentary

    Higher Prices and Inflation-Part II

    April 8, 2022

    Since our last Commentary, a lot has changed on the inflation front. At that time, we…

    Read more: Higher Prices and Inflation-Part II
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