Blog

Ever wonder what your advisers are thinking? Here's a chance to find out by reading their recent blogs!

Monday, April 8, 2024

Wouldn’t it be nice if we could look at demographics and determine whether the stock market and our home values are going up? There has been much study on Baby Boomers, Millennials, and other generations about how demographics affect...

Friday, March 15, 2024

Think you're wealthy? Give this Short Article a read and let me know what you think. 

Friday, March 8, 2024

I can't remember the last time there was such a wide divergence in the outlook for short-term interest rates. But, some confusion is to be expected when the Federal Reserve primes the markets for lower rates but provides few details....

Tuesday, March 5, 2024

As my kids get older (11, 9 and 7 years old), I think more and more about the need of a college education or the waste of time and money that it could be. I struggle like most parents on knowing what is right for each kid, and...

Tuesday, February 6, 2024

I’m sure all of you have been waiting with bated breath as I have to see a Bitcoin Spot ETF. Ok, maybe you haven’t and maybe you don’t even know exactly what that means. There has been a preapproved Bitcoin Futures...

Show All

Monday, January 8, 2024

Timing Interest Rates

Tuesday, November 28, 2023

2023 is quickly coming to a close. Have you done everything you can to minimize taxes?