Listen to the full episode, here. Key Points: Financial strain is widespread, driven by multiple factors: an outdated official definition of poverty, the real and lingering impact of inflation, rising costs of living, and cultural pressure…
Thought Leadership
It is hard to believe that we only have a few short weeks left in 2025. Back in March of 2020, when the COVID-19 pandemic was in full swing, not many investors would have believed the…
Everyone knows the expression “if it seems too good to be true, it probably is.” My experience has been that you can substitute the word “always” for probably. There seems to be no shortage of hidden…
Listen to the full episode, here. Key Points John and Sam assert that the fear of AI-driven job loss was not new, but a recurring theme throughout history during major technological shifts. They pointed out that…
Last Thursday, I spoke at a breakfast presentation on the economy during a conference for business leaders here in town. After more than 500 public speaking engagements in the past two+ decades, many here in the…
Listen to the full podcast, here. Key Points A significant generational divide existed in the belief in the American dream, with individuals under 50 being far more skeptical than those over 50. This skepticism was argued…
Traditionally, our office is swamped after Halloween with all the candy that our associates didn’t give away. Despite all appearances to the contrary, I don’t eat a lot of the stuff throughout the remainder of the…
Listen to the full episode, here. Key Points There was a massive, consistent decline in U.S. manufacturing jobs as a percentage of the total workforce over the past 50 years, falling from 22% in 1975 to…
Talking money can feel tacky, but there is a time and a place for it – especially with your professional wealth advisors and your family when the moment is right. Without open communication, years of planning…
This past Wednesday, the Federal Open Market Committee (FOMC) at the Federal Reserve cut the target overnight lending rate 25 basis points (0.25%). This was as everyone expected. However, Chairman Jay Powell gave investors a jolt…