Unrealized gains have been a hot topic recently. That is particularly true given the upcoming presidential election, which has spotlighted divisions over tax fairness and how and when wealth and … Read More
The Importance of Keeping Focus on the Things YOU Control If you’ve ever tried to teach a child to ride a bike without training wheels, you’re probably familiar with the … Read More
Your business is likely a large part of your financial success. Even after you eventually leave your business, you may still rely on your business to achieve financial confidence. This … Read More
Earlier this year, the Dow Jones Industrial Average (DJIA) closed above 40,000 points for the first time.1 This milestone was featured across news channels and websites, characterized as good news … Read More
Have you ever been talked into participating in an “adventure” that turned out to be a lot harder than you were led to believe? Maybe a friend convinced you to … Read More
I’d rather be an investor in 2024 than in 1971. Back then, investment options were limited, opaque, and expensive. Portfolios were based on predictions and often highly concentrated. Starting in … Read More
We’re hearing a lot about the decline in new hires into the U.S. economy—statistics that sent the markets into two different one-day panics last month. But when you look at … Read More
One alarming statistic that has gone somewhat unnoticed in the past year is the decline in the personal savings rate of U.S. households—that is, the amount that is saved and … Read More
There’s been a lot made about prices at the grocery store lately; in fact, food prices have become a political issue in this election cycle. There’s no question that … Read More
Food Inflation There’s been a lot made about prices at the grocery store lately; in fact, food prices have become a political issue in this election cycle. There’s no … Read More
