This episode provides a market update through February 29 2024!

Inflation has been heading lower, but the Fed needs to see more. The bond and equity markets are watching closely. 

This episode provides a market update through January 31 2024!

Do you recall the attention SECURE Act 2.0 received in early 2023?  Here is a refresher on the 2023 changes and new features effective for 2024.

This episode provides a market update through December 31 2023!

Here is my traditional Holiday post.  The energy and excitement of youth is especially noticeable this time of year.  Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.”

Happy Holidays!

This episode provides a market update through November 30 2023!

Wedding bells bring excitement, hope for the future and sharp-dressed guests. It also brings new considerations in your financial life. Interested in learning more on this topic? Don't miss this blog post!

Want to learn more about our firm? Schedule a conversation by clicking here.

This episode provides a market update through October 31 2023!

It’s that time of year.  Don’t just click on last year’s options - take a closer look. Want to learn more about this topic? Don't miss this blog post!

Interested in learning more about our firm? Schedule a call today by clicking here!