Most Americans were not familiar with Silicon Valley Bank until Wednesday of last week when the California-based bank… [Read More]
Silicon Valley Bank Failure — What it Means and What You Should Do
The Five Stages of a Career Change
Most people are familiar with the five stages of grief. It’s often referenced by mental health… [Read More]
Sick of Everyone Telling You to Stay the Course? Read This.
Black Monday. The dot-com bubble. 9/11. The Financial Crisis. COVID-19. Whatever last year was. That covers… [Read More]
How Secure Act 2.0 Will Change the Way You Save For Retirement
As part of the recently approved 1.7 trillion-dollar spending bill, Congress has approved a measure known… [Read More]
Market Commentary January 2023
Happy New Year! For many, a new year brings positive thoughts and a sense of hope… [Read More]
Market Commentary October 2022
Highlights: Inflation has hurt stock and bond returns this year. The Federal Reserve (“theFed”) is raising… [Read More]
If We Enter a Recession, What Are the Implications?
These days, “recession” is by far the most frequently uttered word on financial news networks. It’s… [Read More]
The Government Just Forgave Billions in Student Loan Debt. Do You Qualify?
Last week, the White House announced a plan to forgive up to $20,000 of debt relief… [Read More]
Stop Spending Your HSA Dollars
When it comes to medical expenses, the amount we spend each year feels pretty out of… [Read More]
Choosing a Financial Advisor
Full disclosure: I am a financial advisor. I’m also the owner of a firm whose business… [Read More]
Market Commentary July 2022
Highlights: There are few places for investors to hide this year. The sell-off in stocks has… [Read More]
How To Give to Charity From Your IRA Without Paying Taxes
When visiting your CPA at tax time, they probably ask you about any donations you may… [Read More]
Market Commentary May 2022
Highlights: Inflation has continued climbing, but the growth rate is expected to peak. Concerns of a… [Read More]
Why a Big Tax Bill Doesn’t Always Mean Your Investments Performed Well
Kids love surprises. When I was little, I remember how I felt when my parents told… [Read More]
Is This a Bad Time to Buy a Home?
If you’re in the market for a new home, you’ve undoubtedly experienced the frustration of what… [Read More]
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