Broker Check

Blog

Guidance for Life's Dreams. Our mission statement is part of our logo. The relationship we build with our clients is to help them navigate through life's challenges. Sometimes it's more than money management. This blog will provide a place for us to share what's on our mind, what events might be shaping our decisions, and how we can work together to fully understand your own financial situation. 

Wednesday, July 27, 2022

The Federal Reserve’s recent attempt to tame inflation has resulted in a sharp decline in bond prices. In this article we investigate why bond prices fall.

Monday, July 11, 2022

High Inflation, the war in Ukraine, rising mortgage rates and falling portfolio values have all impacted consumer sentiment, but there are some reasons the US economic outlook may be brighter than some suspect.

Friday, June 24, 2022

Join us as we unearth the history of bear and bull markets. You'll see there is no reason to panic.

Thursday, June 23, 2022

In our 2nd of 4 part-look at this bear market, again we are turning to AssetMark, Inc and posting an article about the Worst Years for U.S. Stocks

Tuesday, June 21, 2022

We review the history of bear markets to understand the potential good and bad news for investors once the market has crossed the dreaded threshold.

Show All

Wednesday, June 8, 2022

I'm the TaxmanMost Baby Boomers will recognize the cutting lyrics to the Beatles song Taxman. "If you drive a car, I'll tax the street. If you try to sit, I'll tax your seat. If it gets too cold, I'll tax the heat. If you...

Wednesday, May 25, 2022

You need to stop, look around, breathe and be present always to those who you love and care about.

Tuesday, May 17, 2022

Younger generations look to life insurance to protect what they've earned

Monday, May 2, 2022

The war in Ukraine. Fed’s shift to inflation-fighting mode. Chronic volatility in equity markets. China real estate showing signs of stress. Get ready to buckle your seat belt as we dissect converging economic forces from Q1 2022.