Notes on the Economy – Q3 2023 Summary
Economic growth is robust, the unemployment rate is at a 54-year low, the stock market is up over 15% year-to-date! What could possibly go wrong?
Do You Have Enough Property and Liability Insurance?
High-net-worth individuals tend to be underinsured.
Are You an Optimist?
Five investment tips that all prudent individuals should know when building a savvy long-term portfolio.
Tune Out the Noise; Focus on Facts
Confused by conflicting and contradictory economic and financial forecasts? Here’s what investors should know to see through the fog.
Reverse Mortgages Can Make Sense in Some Circumstances
Every homeowner, even wealthy ones, over age 62 can get up to $1 million from this government-insured loan program.
Am I Missing Out on the AI Revolution?
Bonds vs. AI stocks–what’s the right investment play?
Elder Abuse Affects 1 in 10 Older Adults
Learn the Signs on June 15, World Elder Abuse Awareness Day #WEAAD
How Will You Pay for the Long-term Care You’re Likely to Need?
Plan early to thrive, not just survive, in your golden years.
Notes on the Economy – Q2 2023 Summary
It would not take much to push the economy into a downturn serious enough to warrant a recession label.
What the Bank Failures Mean to Your Nest Egg
The bank failures had everyone on edge, and going forward lenders and borrowers probably will be a little more cautious in how they do business.