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 […]
The Inflation Facts of February 2023
Given this week’s unsurprising data (to us at least), we expect interest rate increases to continue with additional 0.50 or even 0.75% increase(s) because the […]
Do You Need a Personal Umbrella Policy?
One night, your son borrows your car to go out with friends. While speeding down a road, he loses control—killing one passenger and seriously injuring […]
October 2022 Econ Update
We like to follow personal consumption, business investment, and home building, combined, which is called our “core” GDP. The problem is that although overall real […]
Some Good Economic News!
Here is a quick rundown of the latest econ releases and across the board something positive could be noted. The manufacturing sector continued to expand […]
Student Loan Debacle
The Dow Jones Industrial Average fell more than 1,000 points on Friday, caused apparently by Fed Chairman Jerome Powell’s attempt to use a brief speech […]
Wealth Planning for Age 90, 100—and Beyond
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of […]
Thinking About the Latest Inflation Update
Here are the headlines from the latest inflation report. The attachment from Brian Westbury covers the issue in greater detail. Here is what I would […]