Newsletter

The dog days of summer brought a whirlwind of economic news, market movements, and shifting consumer sentiment in July. The month was defined by a

How The “One Big Beautiful Bill Act” Impacts You One of the largest pieces of legislation was recently passed by Congress and signed into law

This Summer’s Economic Crosswinds: What’s Shaping the Markets Now? This summer, we sent our oldest son off to camp for the first time. The emotions

Keeping A Clear Perspective: Managing Emotions During Market Volatility It can be very easy to get caught up in the whirlwind of “the now”. I

Keeping A Clear Perspective: Managing Emotions During Market Volatility It can be very easy to get caught up in the whirlwind of “the now”. I

Soft vs. Hard Economic Data: What Should You Believe? While we in the finance industry like to believe data is the arbiter of truth, the

Take The Good With The Bad A little over a year ago our family decided to take the plunge, and we added Millie, a white

Reading The Tea Leaves: What will be the 3 most followed storylines of 2025? 2025 already has provided quite a bit of excitement if you’ve

2024 Year in Review: Insights On Investing & Financial Planning As I am writing this newsletter, it’s hard to believe we are already in the

Why You Shouldn’t Rush Financial Changes After The Election Back in 2008, we were amid the biggest financial crisis since the Great Depression. During my