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ECONOMIC UPDATE
Economic Landscape: 2022 Market Review & 2023 Economic Predictions
Now the dust has settled, it’s time to look back at the incredibly testing investment year that was 2022. The consensus among many seasoned financial advisors is: 2022 was the strangest year they’ve ever experienced. When conducting a 2022 market review, I realized...
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4 Tips for Successful Investing: You Will Play Like You Practice
I’ve coached park and recreation basketball for fifteen years. Over that time, I’ve come to appreciate the parallels between playing basketball and successful objective-driven investing. This article will be the first of a four-part series that focuses on tips for...
Strategies for Investing During a Recession
Recession Investment Goals: Secure Your Assets While Finding Income Opportunities Are we in a recession? And if so, how should that knowledge impact your investment strategy? Whether we are in a recession or not, it is important to note that every wealth management...
Are We in a Recession?
Answer: Probably, But the Details Are Complex and Fascinating You have probably been hearing a lot about the state of the economy in the mass business media, and along with that, a lot of conjecture over whether we are in a recession or not. The recession topic...
Using Section 529 College Savings Plans for Education Expenses
At a high level, the account is owned by one person, and a successor owner is named. Usually, these are the parents of a child, with the child being the beneficiary. However, anyone can own a 529 plan for the benefit of a child. Furthermore, any individual can...
Durable Retirement Income: What It Is and Why It’s Important
Durable Retirement Income: What It Is and Why It’s Important When reading about retirement income, you may see the term “durable” used. In this context, durable refers to retirement income that you can’t outlive, that the market can’t take away, and that will...
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For those persons inquiring from states where I do not currently hold securities and/or insurance licenses, I cannot transact business in that state nor provide follow-up or individual responses, until after obtaining the appropriate licenses and/or registrations in that state.
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