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Markets Climb the Wall of Worry, but What’s Next?
Read more: Markets Climb the Wall of Worry, but What’s Next?Following a volatile first half of the year due to policy uncertainty, the financial markets and the U.S. economy have delivered surprising strength and resilience.…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsGlobal equities continued to rally throughout the quarter. They reached all-time highs again in late June,…
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Death is Easier, Financially
Read more: Death is Easier, FinanciallyIn my last column, “What Happens if You Live?”, I discussed living but not being able…
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Built to Last: Time IN vs TimeING
Read more: Built to Last: Time IN vs TimeINGDo you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsWhat a difference a year makes. In February of 2020, we were talking about the end…
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What Happens if You Live?
Read more: What Happens if You Live?Many people think Estate Planning is only about where their money and property go after they…
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If You Remember Only These 5 Things
Read more: If You Remember Only These 5 ThingsFirst and foremost, considering all the unusual turmoil in our lives the past year, we thank…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsThe year 2020 was a time of unprecedented personal, economic, and political turmoil. Leading to unparalleled…
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“Where Am I Going?”
Read more: “Where Am I Going?”The beginning of any year is a good opportunity to review your life and determine what…
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Markets & Macroeconomic View
Read more: Markets & Macroeconomic ViewThe economic recovery continued throughout the quarter. U.S. manufacturing expanded for a 5th straight month ending…