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.
Revisiting Bonds: The Interest Rate Conundrum
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.
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Is the US Headed for a Recession?
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.
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History of Bull & Bear Markets
Join us as we unearth the history of bear and bull markets. You'll see there is no reason to panic.
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The Good News About Bear Markets
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
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20% Downturn: A Historical Guide to Bear Markets
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.
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Should Baby Boomers Look to Roth IRA Conversions During The Market Slide?
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...
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Heartbroken
You need to stop, look around, breathe and be present always to those who you love and care about.
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I'm Young. Why Do I need Life Insurance?
Younger generations look to life insurance to protect what they've earned
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Q1 2022: Volatility and Commodities Surge
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.
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