Weekly Updates

ICYMI: Fall Financial Check-Up - As the summer winds down, people tend to get more focused on their finances. Use this fall financial check-up to ...

ICYMI: Someone Offered to Buy Your Business - It’s a seller’s market for business owners. What steps should you take if someone offers to buy ...

ICYMI: The Easiest Way to Increase Your Investment Returns - A simple adjustment could increase your returns by almost 1% per year. That adjustment, and ...

ICYMI: Why to Watch (and not fight) the Fed - The Fed moves markets, particularly since 2008. Understand why, what to watch for now in ...

ICYMI: Closing the Book(s) on President Trump – Double Book Review - Reviewing two books about the final year or so of the Trump presidency ...

Wondering what to expect or watch out for over the next six months? Our team's latest, 2Q 2021 Review and What to Expect for the ...

ICYMI: Summer Reading List - This summer reading list has books I enjoyed this year that I hope you like as well. It has four ...

ICYMI: Charts You Need to See – Q3 2021 Market Guide - Taking a look at charts you don’t want to miss this quarter to ...

ICYMI: The Fourth of July - A brief look back at how we moved toward independence and why we celebrate it on the 4th of ...

ICYMI: Improving Retirement Planning, or Why Congress Doesn’t Get It - Improving retirement planning requires education and simplification, not the patchwork approach Congress is now ...