Newsletter

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

Inflation’s Hidden Impact: Are Consumers Losing Faith in the Economy? One of the interesting side effects of the monetary and fiscal stimulus over the last

What Does The Jobs Market Tell Us About the Economy? Ah yes, jobs data. One of the most important pieces of information an economist can

Volatility Returns and That’s Ok! “Variety is the spice of life”. So goes the old proverb taken from a poem written by English poet William

Power Returning to the Consumer: A Happy Turn of Events It’s somewhat of a tradition in our family to grab fast food as we leave

Rationalizing The Irrational As the father of three children ages 8, 5, and 2, I have the opportunity to deal with irrationality on a daily

FAFSA Changes Create “Grandparent Loophole” for College Savings Accounts   Recent changes made to the 2024-2025 Free Application for Federal Student Aid (FAFSA) will make