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We're in bear country. What now?
I’m dropping you a quick note to talk about what’s going on with the markets. Well, it happened. Stocks slid...
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What's Some Good News From Your Life?
It doesn’t have to be big news. Have you had a really good meal with...
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Do You Watch Your Language?
I want to share a quote with you from Desmond Tutu: “Language is very powerful....
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Bank Failures and Today's Market
Let’s talk about what’s going on in markets and the economy after the recent bank...
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2008 Again?
Is it 2008 all over again? Should we be worried about the financial system collapsing?...
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Live Your Life Anyway
How are you? Anything big or exciting coming up that you’d like to share? I...
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What's next for the economy?
Simple question: How’s the economy doing? Answer: It’s complicated. After the Federal Reserve hiked interest...
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529 Rollovers (coming soon)
529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation...
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What makes you happy?
There’s a lot we could be talking about right now. Markets. Earnings. Inflation. Debt ceilings....
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SECURE Act 2.0 (2023 changes)
Happy New Year! I hope you had a fantastic end to your 2022 and are...
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Making room for hope
On a scale of 1 to 10, how hopeful are you feeling about 2023? Will...
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Keeping perspective (about rates)
I’ve got some thoughts to share. Higher-than-expected inflation data slammed investor expectations and rippled through...
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