Wealth Management & Investments
A couple of days ago, my wife asked me what I wanted for Father’s Day. Since I am not her father, I told her I wanted for nothing, and I meant it. If the kids want…
After two consecutive bizarre years, would it have been too much to ask to have some sense of normalcy during the first quarter of 2022? Apparently it was. January started off poorly, and things only seemed…
In our new COVID world, it is normal to see shortages throughout the economy. Near empty car lots, and grocery shelves that don’t always have what you need are now common. There is also another shortage…
The Federal Open Market Committee (FOMC or Committee), the monetary policy making arm of the Federal Reserve, concluded its 2-day meeting this afternoon, and raised the overnight target lending rate between member banks by 0.25% (25…
Although it has been well over a decade ago, the bursting of the US housing bubble from 2007-2009 still looms large in the minds of many homeowners, and for good reason. From the end of 2006…
This morning was that glorious first morning that when you walk outside you are met with just a bit of chill. “A hint of fall in the air”, if you will. Kids are back in school,…
What are my options? Employee stock options can be a great way to build long term wealth and participate in the growth of a company. However, when it comes time to utilize those options there can…
You need to have a will if you meet any or both of the following conditions: 1) have a net worth in excess of, say, $10, and; 2) there is any one in the world about…
Both Roth IRAs and Traditional IRAs are great ways for individuals to save for retirement with tax breaks to incentivize doing such. There are several differences between a Roth and traditional IRA such as a Roth…
Asset allocation is an investment strategy that whether they know it or not, every investor uses. Asset allocation essentially is the diversification of a portfolio across non-correlated asset classes that will produce the maximum return for…