Between industry news and personal experience.

Believe it or not, today, I'm smiling. Why am I smiling when banks are failing and people are worried? It's for this reason.

Everybody's talking about Silicon Valley Bank, so we will too. What actually happened? Will it spread to other banks? And critically, how will it affect your financial plan? Here's a microcosm of what happened with Silicon Valley Bank.

We're talking about how your stock exposure works into your financial plan. Specifically, we're covering how we use stocks as a tool can help mitigate the negative impacts on your long-term plan.

No doubt about it, the economic outlook is a bit concerning, at least to me. We’re seeing real stock market volatility and with it drops in the Dow Jones, NASDAQ and S&P 500 that give most observers heartburn. But why?

While this may not be a “red” or “blue” issue, it certainly is an emotional one. The government has stepped in and waived the financial obligations of those in debt for $10,000 or less.

We have planned, within the diversification of your portfolio, for times and seasons just like this.

This article will help your clients understand modern portfolio theory and behavioral theory, and how this can help them understand their own investing styles better.

Our economy is trying to burn off the rocket fuel that the government injected into our economy during COVID in the form of about $17 trillion worth of capital. How do we get there?

With the economic stage set, I want to talk about four things that we have already done and are currently doing within your portfolio.

If you're near or at or in retirement, you may be starting to feel anxious. Can you be confident in the face of 7% inflation? It's a valid question to ask.