As individuals approach the culmination of their careers, concerns about financial stability and lifestyle transitions often come to the forefront. The journey of Evelyn and Thomas showcases the thoughtful preparation and sacrifices required to transition from demanding professional lives to a fulfilling retirement. Their meticulous...
I’ve re-written this update three times now – once for each major change in the investment news over the last two weeks. Headlines have been very unsettling so far this year. Trade tensions, recession fears, inflation concerns, and federal budget cuts have all contributed to...
This past month has been a rollercoaster for stocks and if you’re starting to feel the pain, you're not alone. Let’s make some sense of what’s going on. Watch as a video instead: https://youtu.be/_nC3e83HZH4 We have experienced pullbacks in all major market indices, and large corrections...
https://youtu.be/S7YcSqKrLd0 Happy Friday! I’m here with a quick but important market update following Wednesday’s 1,100-point drop in the Dow—a move that understandably caused concern for many. My goal today is to offer you some perspective and provide clarity on what’s happening so you can approach these...
Market Update: Third Quarter 2024 Well, it finally happened. After months of will-they-or-won’t-they speculation, the Federal Reserve cut interest rates in September. And it was a relatively big one: The half-percentage-point decrease was the biggest the Fed has made since its emergency rate reductions in March...
Every investor - or rather - smart investors know they should ignore any and all market predictions. They are rarely correct and often lead us to poor decision making. Why is it, then, that we are so easily sucked in to believing these ideas during...
Does the current investment climate feel “busier” than usual? In the U.S., it’s an election year, with the usual election rhetoric and high-stakes alarmism across the board. Elsewhere, global economic orders may be reshuffling as nearly half the world’s population heads to the polls amid...
When you've been half of a couple for many years, the loss of your partner can feel like losing a part of your own identity. Whether due to divorce or death, the transition from living in the plural "we" to the singular "me" is one...
Let’s talk about women and money. From what I’ve seen, women tend to have some pretty awesome superpowers when it comes to building wealth - but they also face some unique challenges too. Some of those challenges include:Pay Gap: On average, women still earn less than...