Since our last Commentary, a lot has changed on the inflation front. At that time, we discussed 6 key reasons for higher prices and...

As expected, for the first time since 2018, the Federal Reserve raised the Fed funds rate by 25 basis points (1/4 of 1%) to reduce...

Whether it’s health, auto, homeowners, or life, advertisements abound for cheaper insurance premiums. Cash flow cannot be ignored but...

1. High demand for “stuff” during a period of shutdown and shrinking supply. In the U.S., to avoid another financial crisis,...

Though stocks, especially technology, have had a pullback the first week of the new year, the broad measure of U. S. stocks (S&P 500) hit...

Market volatility has been at the forefront of our minds the last few years. We expect this trend to continue into 2022. Having an asset...

On August 6, 2021, in The New York Times, we read the following: Jobs Surge in July Offers Fresh Sign of Economic Recovery “The American...

The broad stock market, measured by the S&P 500, recorded a 5% drop from recent highs in early September. Selloffs are normal parts of...

There has been much speculation about the current tax proposal and what may eventually pass. While the details remain in the balance, one...

Every Quarter, headline news offers at least one new reason to become nervous about investing in the global economy. Second Quarter 2021...

Global equities continued to rally throughout the quarter. They reached all-time highs again in late June, as measured by the S&P 500,...

In my last column, “What Happens if You Live?”, I discussed living but not being able to make your own decisions and the role of Estate...

Do you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index closed the day at 1557. That number probably means...

What a difference a year makes. In February of 2020, we were talking about the end of the longest bull market in history, only to move...

Many people think Estate Planning is only about where their money and property go after they die. While this is a key part, there is...

First and foremost, considering all the unusual turmoil in our lives the past year, we thank you for the trust you have placed both in...

The year 2020 was a time of unprecedented personal, economic, and political turmoil. Leading to unparalleled market volatility, the...

The beginning of any year is a good opportunity to review your life and determine what you want to accomplish. It is especially important...

The economic recovery continued throughout the quarter. U.S. manufacturing expanded for a 5th straight month ending September. Consumer...

1. More money is lost due to INVESTOR fear and greed-emotional reactions to politics and short-term market gyrations-than all the...