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We help individuals and families pursue their ideal retirements.

Implications of Omicron

January 31, 2022

The U.S. is in the emergent stages of the omicron variant of the coronavirus. However, we now have some experience in what this could mean moving forward, both for the…

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What’s Up With Inflation

January 24, 2022

Inflation was already on the rise before we learned about the omicron variant. Now on top of supply-chain shortages and transportation disruptions, Federal Reserve Chairman Jerome Powell recently observed that…

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Outlook For Equities

January 17, 2022

The general outlook for equities is positive toward the end of the year and into 2022. Stocks performed relatively well through the autumn earnings season and, as a general rule,…

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This is Your Brain on Technology

January 10, 2022

Facebook CEO Mark Zuckerberg recently announced that the company is rebranding as “Meta.” The initiative is designed to focus the company’s vision on virtual reality (VR) in the future, through…

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The Investment Greats

January 3, 2022

Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in 1999 “Money” magazine called “arguably the greatest global stock picker…

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Low Supply Increases Demand

December 28, 2021

Across the board, we’re seeing the capitalist principles of supply and demand both drive and curb U.S. economic activity. As more people have emerged from their hermit-like existence throughout the…

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The Rise of the Unicorn?

December 20, 2021

This past August, close to 4.3 million Americans quit their jobs — the most ever in just one month (since the government began collecting data two decades ago).1 But there isn’t…

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America’s Seesaw Wealth

December 13, 2021

It is interesting to evaluate how various economic events throughout time affect different demographics. For example, the 2007-2009 Great Recession saw higher losses in male-oriented jobs, such as construction and…

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Single Finances

December 6, 2021

Pew Research Center reported that in 2019, about 38% of adults ages 25 to 34 in the U.S. were not married or living with a partner, up from 29% in…

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Where Is the Housing Market Headed?

November 29, 2021

Low inventory, low-interest rates, and pandemic-induced retirements have been driving a very tight, competitive residential real estate market for several years. In the third quarter of 2020 alone, nearly 27…

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