While stock market indexes have declined recently, history shows they always recover given time. Just as Chicken Little wrongly assumed that one acorn falling on his head meant the sky was falling, you would likely be incorrect if you thought a few proverbial acorns falling…
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Current Events
Remaining Calm In Turbulent Times, The “Oh What Now?” Edition
Who had ‘insane dictator starting a war in Europe’ on their ‘what can go wrong’ next bingo card? After going from a deadly new virus and shutdowns, to record high unemployment then to people storming our capital on January 6, 2021, as Congress was meeting…
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Inflation: What Does It Mean For You And Your Business?
Inflation – It continues to be at the forefront of conversation We feel it everywhere in our daily lives, but for investors, the big question is how will it impact your overall financial…
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The Importance Of Goal Setting
“If you don’t know where you are going, any road will take you there” – Lewis Carroll Where are you going? Until you can answer that question, you can’t say what path is the best choice for you to take. Without knowing your direction,…
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Managing Trade-Offs in Our Lives
Let’s discuss managing trade-offs in our lives. I recently was having drinks with a friend of mine and got into a conversation about some of the choices that we have made in our personal and professional lives What was great about the conversation is that…
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Proposed Tax Changes (2021): Fact vs Fiction
Proposed tax changes (2021)? Let’s take a closer look. “We Have Nothing to Fear Except Fear Itself” —Franklin D Roosevelt We are constantly being bombarded by headlines and stories that are purposely designed to invoke the fight or flight mechanism in our brain. I have…
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Is Back-Door Roth Going Away?
Did you know that there could be some major changes coming to the backdoor Roth IRA? The recent proposed tax changes have gotten a lot of attention in the news lately. This has also spawned quite a few questions from clients and acquaintances. Perhaps the…
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Does The News Have You Freaking Out This Week?
“The Stock Market is designed to transfer money from the Active to the Patient.” –Warren Buffett I understand that the news may have you feeling a little anxious this week. Should you change the course that you have plotted? I will admit that I catch…
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