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