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.
Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.The Dow Jones Industrial...Read More
It isn’t surprising that the overwhelming majority of individuals who work with a financial advisor feel confident that the investment is well worth the money.Read More
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...Read More
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.Read More