This is a personal story involving treasured friends. Names have been changed to protect privacy, but the situations described are factual. Both individuals
Is it 2008 all over again? Should we be worried about the financial system collapsing?
Deep breath. Let's discuss.
On March 10th, Silicon Valley Bank (SVB), a
Hitting the economic gas pedal stymies stocks
“Usually, recessions sneak up on us. CEOs never talk about recessions,” economist Mark Zandi of Moody’s Analytics
The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If you have yet to file, most
It's easy to get caught up in worries about inflation, interest rates, recessions, and everything else.
There are so many negative headlines and things to
There’s a hot new company advertising on television, The RealReal. Based in
Exercise Your Financial Muscles to Get Financially Fit
“Those who work their land will have abundant food, but those who chase fantasies have no sense.” This
A cautious, upbeat start to 2023
There was no shortage of gloom as the new year began. The Federal Reserve was signaling higher interest rates, and its
A recent Wall Street Journal article delved into “Glimpses Into the Reality of a $1 Million Retirement” nest egg. The 12/28/2022 piece noted, “Once a symbol
For years Wall Street gurus espoused an asset allocation model of 60% stocks, 40% bonds. The idea was that a generous allocation to equities would provide for
I trust everyone had a wonderful holiday season. Whether you reached your personal goals last year or faced challenges, a new year brings new opportunities and
The year 2022 was an unpleasant one for investors. The Dow Jones Industrial Average (30 stocks) and the broader-based S&P 500 (500 stocks spread across major
