3 Signs Your Lifestyle is Outpacing Your Long Term Financial Planning
The promotion came with a 30% raise. Naturally, the lease on a nicer car followed, then the kitchen remodel, then the family trips that felt well-earned after decades of hard work. Years later, the income looks impressive on paper, but [...]
May 1st, 2025: Weekly Market Review
Please note: The full review is in the PDF below. 1. This week’s economic data presents a mixed but ultimately constructive view of the underlying economy. Housing-related indicators continue to draw attention, with activity showing signs of stabilization rather than deterioration, while [...]
April 15th, 2025: Weekly Market Review
Please note: The full review is in the PDF below. OVERVIEW of WEEKLY MARKET REVIEW 1. The inflationary effects of the Iran conflict have now materialized in the latest economic data, as March CPI rose sharply to 3.3% from 2.4%, signaling a reversal [...]
April 10th, 2025: Weekly Market Review
Please note: due to tech glitches which we are working through, we have a new format. The Overview is no longer clickable. The full review is in the PDF below. OVERVIEW 1. Economic data this week painted a picture of [...]
4 Ways to Protect Your Retirement from Common Financial Scams
You spent decades doing everything right: saving consistently, making thoughtful investments, and building toward the retirement you envisioned. Now, a growing wave of sophisticated fraud is targeting that hard-earned security. According to the Federal Trade Commission's Protecting Older Consumers 2024-2025 [...]
April 1st, 2025: Weekly Market Review
Please note: due to tech glitches which we are working through, we have a new format. The Overview is no longer clickable. The full review is in the PDF below. OVERVIEW 1. This week’s market narrative will be heavily driven by a [...]
