Notes on the Economy – Q4 2023 Summary
December 7, 2023
Financial market participants now seem to believe inflation will be successfully suppressed without a recession. Well, maybe.
Financial Planning Considerations During Open Enrollment
October 24, 2023
Are you taking advantage of pre-tax deductions?
Here’s a Steady Investment, and It’s Tax Free
October 19, 2023
Here’s a nearly sure-fire, risk-free investment that won’t keep you up at night.
Notes on the Economy – Q3 2023 Summary
August 29, 2023
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?
August 15, 2023
High-net-worth individuals tend to be underinsured.
Are You an Optimist?
August 8, 2023
Five investment tips that all prudent individuals should know when building a savvy long-term portfolio.
Tune Out the Noise; Focus on Facts
August 3, 2023
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
July 18, 2023
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?
June 27, 2023
Bonds vs. AI stocks–what’s the right investment play?
Elder Abuse Affects 1 in 10 Older Adults
June 15, 2023
Learn the Signs on June 15, World Elder Abuse Awareness Day #WEAAD