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2023-in-Review

2023: The Year in Review

January 3, 2024
Every January, it’s customary to look back on the year that was. What were the highlights? What were the “lowlights”?  ...
Notepad with plans for the next year and the inscription - 2024 goal, plan, action

Why are New Year’s Resolutions So Hard To Keep?

December 21, 2023
As you know, this is a time of year when many people make New Year’s resolutions. Lose weight, stop smoking, ...
Cash

Questions You Were Afraid to Ask #11

December 21, 2023
Even experienced investors sometimes wonder: “What does it mean to invest in cash?”  After all, we don’t usually think of ...
Our Newest CERTIFIED FINANCIAL PLANNER™

Our Newest CERTIFIED FINANCIAL PLANNER™

December 12, 2023
John Wooden, the legendary coach from UCLA, once said, “Success comes from knowing you did your best to become the ...
Inflation

Holiday Market Recap

December 6, 2023
Spending is the lifeblood of our economy.  That’s especially true around the holidays.  Investors will be closely watching consumer spending ...
Tools for investing

Questions You Were Afraid to Ask #10

November 29, 2023
Apps provide investors with a quick and easy way to access the markets.  What are the pros and cons of ...
WWII planes image

What makes Veterans Day so important?

November 10, 2023
When Dr. Harold Brown was young, he dreamed of flying.  So, he worked hard as a “soda jerk,” making ice ...
NYSE picture

Understanding the Market Correction – 2023

November 2, 2023
Corrections are not something to fear, but to understand – so that we can come through it stronger and healthier ...
Enjoy autumn

Cause-and-Effect – Factors in Volatility

October 6, 2023
What’s behind this surge in volatility?  It’s easy to see all the numbers and headlines and feel overwhelmed. The markets’ ...

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