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Blog

Our periodic take on financial planning, investing, markets, the global economy & current events.

 

Monday, July 26, 2021

When meeting with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in a portfolio which prompts the million dollar client question, “Is it better to...

 

Thursday, July 22, 2021

Recently, there’s been a lot of noise about the Biden Administration’s American Jobs Plan, commonly referred to as the ‘infrastructure bill.’ We’ve heard a lot about infrastructure over the few years, and...

 

Monday, July 19, 2021

When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...

 

Thursday, July 15, 2021

An important factor I take into consideration when working with clients to determine their retirement goals is the cost of inflation. It may be a hard number to pinpoint exactly, yet ignoring inflation poses a great risk to financial...

 

Thursday, May 7, 2020

This past Saturday, May 2, the first ever virtual Berkshire Hathaway shareholder meeting took place as scheduled. And while it admittedly didn't feel like the meetings of years past, it can best be summarized as he has no idea what...