Last week we published our recap of the year 2023. This week we want to share with you our 2024 Economic Outlook. If you’re a regular reader of our newsletter, you know that we believe “projections” are not a science and, to be frank, have proven to be, well… pretty much worthless practically speaking. Nonetheless, … Read more
One of the benefits of being a financial advisor is that you never have to shop for a financial advisor! But it does also uniquely position us to help you choose the right financial advisor! Why is it so hard to find a good financial advisor? The financial industry has some fundamental flaws that make … Read more
Bank Failures The headlines are abuzz. Silicon Valley Bank failed. Signature Bank failed. The tone of the media makes us think that we should be worried. The stock market is down and consequently our investment portfolios are down so we feel a little worried. But if you’re like a lot of people, you don’t really … Read more