The US Bear Market Opportunity

The US Bear Market Opportunity

It doesn’t feel like March 2020 when Covid first hit us and the world closed its doors. It doesn’t feel like 2008-2009 when we had a mortgage meltdown and major stock market corrections. It still doesn’t feel like 2000-2002 when we had the “tech-wreck” and a Nasdaq...
Ukraine, Inflation, and Your Money

Ukraine, Inflation, and Your Money

As the proverb goes, “May you live in interesting times.” This certainly isn’t being wasted on us.  The war in Ukraine has lasted longer than most have expected. The world came together with sanctions against Russia, but they have coalesced much better than anyone...
Dear Gen Xers: Let’s Talk About Your Investment Strategy

Dear Gen Xers: Let’s Talk About Your Investment Strategy

Born between 1965 to 1980, your generation rocked out to Fleetwood Mac on your Walkman, laughed along to Seinfeld and Friends, and survived the Y2K apocalypse. But you are so much more than “My Sharona.”At this point in life, you’re juggling many competing...