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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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Coin Appraisal
This week, the SEC made a splash in the markets by approving 11 exchange-traded funds...
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Lessons From My Dad
Many years ago, I was a new financial planner, talking with my dad about my...
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2023 in Review
How did 2023 go for you? Will you share some highlights with me? Before the...
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Life Happens Slowly...Then All At Once
On 10/7/23, headline after headline reported increasing mortgage rates, record high housing prices, and low...
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Average Thinking
LeBron James has played in over 1,400 NBA games in his 21-year basketball career. In...
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How Does the Economy Look to You?
Do you feel like the economy isn’t making a lot of sense right now? Is...
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Tragedy in Israel
We are writing to offer some thoughts on the horrific situation unfolding in Israel. The...
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Clipboard & Checklists
My grandmother used to take me and my cousins on “cousin field trips”. We went...
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Trouble Ahead? (Debt Downgrade)
You might have heard that Fitch downgraded the U.S. government’s credit rating in August.1 What...
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How high will rates go?
How high do you think the Federal Reserve will have to push interest rates to...
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Holding On
A 2,000+ acre ranch near Telluride, Colorado, was listed for sale this week for the...
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