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We help individuals and families pursue their ideal retirements.

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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Capitalism & Competition: Is it working?

November 22, 2021

In capitalism, all management, labor and profits are privately controlled. In a socialist economy, however, businesses are owned and run by the government, and the workers are employees of the…

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Who’s Paying Higher Prices?

November 16, 2021

You may have noticed higher prices on the things you buy regularly, like groceries and gas. However, many consumers may not realize that economic factors such as backed-up supply chains,…

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The China Connection

November 8, 2021

America’s outsourcing of manufacturing (and jobs) has been a sore point for many years. But now that there are logistics issues due to the pandemic – costing U.S. companies money…

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Is it Time for a Value Play?

November 1, 2021

The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks…

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Savings Strategies

October 25, 2021

Some people have no trouble saving money — they stash away any cash they don’t need, and their account grows and grows. These people usually aren’t very materialistic and don’t…

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How to Evaluate a Stock

October 18, 2021

There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot fail. That is not true. In…

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How Inflation Risk Can Affect You

October 11, 2021

Inflation is a steady rise in the price of goods and services over time and actually signals both good and bad economic conditions. On one hand, as prices rise, someone…

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Sustainably Investing in Our Future

October 4, 2021

While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios. For…

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Status Update: Young Adults in America

September 27, 2021

Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious political environment, and dramatic socio-economic turmoil. Not…

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