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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]