Real Estate Activity Update
Here are some interesting real estate activity updates:
Some Thoughts About Fed Interest Rate Increase
An update to a Fed interest rate increase on Wednesday May 3. Something to keep in mind is that we have an economics “team” that this last week was awarded as the most accurate in 2022 by Consensus Economics. Brian Westbury is the teammate we go to daily for the antidote for conventional wisdom. Here […]
Long Live Tax Season: Tax Planning Year-Round
Long Live Tax Season: Tax Planning Year-Round We’re coming to the end of tax season, but that doesn’t mean we should stop thinking about taxes. In fact, this is the perfect time to make a game plan to make tax planning more proactive than reactive. Let’s not wait for the annual tax deadline to start […]
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 […]
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 […]
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 […]
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 […]
Making Wealth Management Decisions as a Couple
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at a place where you’re both happy? Consider that spouses reports higher relationship quality and stability when they feel they are both involved in financial decisions and processes. With that […]
When Financial Uncertainty Rears Its Ugly Head
Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster that wrecks your property may cause significant distress that puts your financial future in question. And while having significant savings or an extensive resume might mitigate much of that uncertainty, […]
The Three Key Characteristics of Driven Entrepreneurs
When we dive into the three key characteristics of driven entrepreneurs, there’s a few really interesting things in this special report. Let me blow this up a little bit more. If you’re looking at entrepreneurs and CEOs that are driven versus non-driven, the thing that really stands out is, I’m going to highlight here, this […]