Insights Category: Market Updates
Market Updates / Saving & Budgeting
Debt Rising, Consumption Falling?
March 20, 2024
By all accounts, the U.S. economy is humming along on all cylinders. Inflation is down (but not out), unemployment is...
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AI Everywhere
March 20, 2024
Artificial intelligence is unlikely to replace plain old human intelligence any time soon, but you might be surprised at how...
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Financial Planning / Investment Strategies / Market Updates
New Market Highs. Now What?
February 22, 2024
We’re all reading headlines telling us that the stock market has reached all-time highs, something that never happened in 2023. ...
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Financial Planning / Investment Strategies / Market Updates
Common Financial Phobias
September 20, 2023
According to a recent survey, more than half of all Americans fear for their financial futures. Another study says that...
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Investment Strategies / Market Updates
The New Tech Mania: AI
September 20, 2023
With the slow leak in the markets lately, you might not realize that we are currently experiencing an outrageous investment...
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Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement
Navigating Retirement Pitfalls
August 16, 2023
Avoid Common Retirement Planning Mistakes Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and...
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Financial Planning / Financial Risks & Downturns / Investment Strategies / Market Updates
Housing Starts in Decline
August 16, 2023
Did you know that last year, roughly 1.66 million new homes were constructed? This includes single-family homes (975 million), 2-4...
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Financial Planning / Investment Strategies / Market Updates / Retirement / Taxes
Inverted Yield Curve: Recession Coming?
December 5, 2022
A combined measure of 10-year government bond yields from a basket of major economies has fallen below a similar basket...
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Financial Planning / Financial Risks & Downturns / Investment Strategies / Market Updates
Is Inflation Peaking?
January 19, 2022
One lesser-known indicator is called the Baltic Dry Index. We know our middle-class millionaire clients see it in prices at...
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Charitable Giving / Estate Planning / Financial Planning / Market Updates / Retirement / Taxes
End-of-the-Year Money Moves for Middle-Class Millionaires
October 2, 2020
Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For...
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