In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local...
Top 5 Misconceptions That May Cost You Money Here are the top 5 misconceptions about RMDS that I have heard over my career which could be quite detrimental to your pocketbook. To help dispel those misconceptions, I have created the following hypothetical situation:...
Pre-death planning is area that is frequently overlooked. Someone you love (a spouse, partner, child, sibling or friend) will be entrusted to manage your affairs upon your passing. It certainly will be a huge shock and will require them to sort thru different types of...
Women are more empowered and educated today than any time in history. There is a woman serving as the first VP of the US. Women serve in all branches of US armed forces. Women run countries, corporations, businesses, centers of faith, households and the list goes on....
