


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...
Global Anxiety Creates Equity Markets Anxiety
Market Updates I am receiving phone calls and emails on a regular basis from worried clients and prospects that their accounts are down. This slide began back in October, and they aren’t wrong to be concerned. The Growth Sector, particularly the Technology Sector, has...
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...