2024 Market Update: Strong Growth Amid Uncertainty
It has been quite an eventful two years. In October 2022, we wrote to you during a bear market in both stocks and bonds. Inflation
October 28, 2024
Blog
Bond Buffer: Building Balance in Bear Markets
We often remind investors of the importance of maintaining a consistent asset allocation. Maintaining this balance between different asset classes—such as stocks, bonds, and cash—helps
October 28, 2024
Inherited IRAs – Clear as Mud
A couple of months ago, the IRS released its final regulations on Required Minimum Distributions (RMDs) for retirement accounts like 401ks and IRAs. Given the
October 14, 2024
IS THE NATIONAL DEBT REACHING A DANGER ZONE?
The national debt recently surpassed $35 trillion. Should we be worried? Contrary to common wisdom, the short answer is…not as much as you might think.
September 30, 2024
Market Insights: Navigating AI Trends, Federal Policies, and Economic Shifts
Investment Portfolio Overview: Q2 2024 The two areas that captivated the attention of the financial markets this quarter were AI (Artificial Intelligence) and the anticipation
August 30, 2024
The Future of Social Security: Protecting Your Retirement
Social Security has been a cornerstone of financial security for millions of Americans since its inception. It provides a critical safety net, especially for those
August 5, 2024
Why Your Insurance Premiums Are Skyrocketing
Most of you have opened an email or snail mail this year from your insurance company regarding a renewal and the new premiums probably shocked
July 15, 2024
June 2024 Berkshire Hathaway Shareholders Meeting
Another year, another wildly popular Berkshire Hathaway annual meeting. For many investors, it’s a pilgrimage – a chance to glean wisdom from the one and
June 27, 2024
Americans are Betting on Sports and Stocks in Record Numbers
Despite nearly 62% of Americans living paycheck to paycheck, a record 68 million Americans found a way to bet on this year’s Super Bowl matchup
April 8, 2024
