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What Are Your Biggest Financial Concerns?

It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s why it makes sense to have great clarity about the specific financial issues and concerns that are most important to you and the people you care about. Only then can […]

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What is Your First Money Memory?

Dr. Sonya Lutter, Ph.D., CFP, LMFT, often asks her clients about their first money memory. She once had a couple sculpt their first money memory with Playdough. The husband hadn’t been very conversational in their early meetings so she wasn’t confident he wouldparticipate in the exercise. But he did in the most surprising way. “He […]

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Commentary for Q2, 2023

So far this year, the direction of the economy and financial markets has been elusive. Is inflation headed in the right direction? Inflation changed course late in 2022. The monthly change in the rate of inflation, as measured by the PCE Core Price Index (one of the Federal Reserve’s preferred inflation gauges) accelerated late in […]

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Market Commentary – April

The Markets  Ambiguous images. Some illustrations are optical illusions. When two people view the picture, they may see completely different images. A good example is Rubin’s Vase. One viewer may see a vase, while another sees two faces. Current economic conditions can be interpreted in different ways, too. Recent economic data and a possible credit […]

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