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 […]
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 […]
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 […]
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 […]
Buy Low – Interesting Data spells out an opportunity for 2022 and beyond
With the S&P 500 flirting with bear market territory, headlines are proclaiming a recession is priced in. But at what probability? If we look to […]
A Wealth Planning Process for Pursuing Success On Purpose
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles […]
A Word About Crypto
I attended a symposium on Family Office investing this past week. A couple of folks from the Fidelity Digital Assets unit shared many interesting and […]
Inflation Insight Q1 2022
Inflation is a political lightning rod. As a result, there is a good deal of misconception around it. The Consumer Price Index (CPI) is up […]
Ooops…the Producer Price Index Just Went Boom!
When I suggested they went boom…prices for intermediate processed goods are up 24.1% versus a year ago while unprocessed goods are up 29.7% versus a year ago.
Planning for Art Ownership – NFTs
*The distributed ledger technology of blockchain is most commonly associated with bitcoin and other “cryptos,” but the use of such tech reaches much wider. An […]