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June 2023 Market Update
I hope you all had a fantastic Memorial Day weekend and are excited about the summer season ahead. I, for one, am looking forward to longer days and maybe a couple of vacations. I hope you get to enjoy some relaxing time as well. Let’s…
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Retirement doesn’t have to mean leaving your career behind
RETIREMENT & LONGEVITY More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of purely leisurely pursuits is no longer the norm for many Americans. A growing number of people over the age of 65 are…
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May 2023 Market Update
The month of April saw little change in the major stock indices as volatility fell to the lowest levels since November 2021. This occurred even though money supply, as measured by M2, is in the midst of its steepest decline since the 1930s, which looks…
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10 things your kids don’t want when you downsize
FAMILY & LIFESTYLE Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines. With spring in the air, now is a popular time to organize and declutter. But if you’re making a list of items for your kids or grandkids to…
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April 2023 Market Update
A lot has changed in the last month, so I wanted to provide you with an update on recent events in the financial markets. Notably, there have been failures of some regional and international banks, which, combined with ongoing uncertainty about the economy and Federal…
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Pay off debt with a plan in mind
FAMILY & LIFESTYLE Strategies for minimizing interest payments and eliminating debt. If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should follow…
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