Just how “big” and “beautiful” are these BBB changes for retirees? When Congress names a bill the “Big Beautiful Bill,” you know two things right off the bat: As a financial planner, I’ve had a steady stream of people asking, “So is this actually good news for retirees, or just political fireworks with a fancy […]
BBB & You: Big Beautiful Bill and What it means Read More »
A few months ago, I sat down with a new client to review his portfolio. He had worked with a previous advisor, and when I looked over his asset diversification, I saw something that made me pause—70% of his retirement savings were invested in Nvidia. Talk about too many (computer) chips in one basket? Now,
Diversification 101: What Nvidia can Teach Us Read More »
Every election year, there’s a familiar sense of heightened attention, fueled by political drama, media overload, and global uncertainty. It’s easy to think that these times call for drastic measures—especially when it comes to your investments. But here’s the thing: trying to predict how the stock market will respond to election outcomes is a losing
Will the Election Impact My Portfolio? Read More »
Being a “homemaker” or stay-at-home mom has been a hot topic in the news recently. This topic has certainly proven to be a bit of a lightning rod, and there is no one-size-fits-all for families. I simply want to provide a framework for families to consider the possibility of a stay-at-home mom. Not that long
Challenging Cultural Norms: The Financial Case for Stay-at-Home Moms Read More »
I’ve already been asked this a few times this year (it’s January 2): Will the stock market crash in 2024? As we start the new year, we have an opportunity to reflect on the multitude of “mini-crises” that shaped the financial landscape in 2023. These challenges tested our resilience and forced us to confront the
Will the Stock Market Crash in 2024? What 2023 Tells Us Read More »
Unless you have lived under a rock over the last few years, you have noticed inflation increasing slowly and not so subtly reaching into your pocket. For many Americans, this has taken a toll on their financial safety net and impacted their ability to sustain unexpected expenses. We all now know that the so-called transitory
What the FED – Why Inflation Will Almost Certainly Increase to Close out the Year Read More »
With Tax Day falling on my blog release date, I decided to write something a little different. While the aim of most of my blogs is educational, the primary goal of this is to be humorous. I hope you enjoy An Ode to Tax Day: A Poem On April 15th, or the nearest business dayWe
From 2019 to 2021 SVB’s deposits tripled from $61.76 Billion to $189.2 Billion. As I am sure you are aware, when you deposit money into a bank, they in turn take your money and invest through lending that money out. However, in SVB’s case, the influx of cash from 2019-2021 happened so quickly that they
Silicon Valley Bank Closure Explained Read More »
Anyone that knows me well knows that I am a big Chiefs fan. Watching Chiefs games on Sunday afternoons has been a family bonding activity from as far back as I can remember. If you have been a Chiefs fan for long, or if you have followed the NFL closely over the years, then you
What This Year’s Superbowl Taught Me about Financial Goals Read More »