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Monday, July 12, 2021

It appears we have a deal on infrastructure. Maybe. After weeks of grandstanding, posturing, and wrangling, it looks like a bipartisan infrastructure deal that both parties can live with is in the works. Good news: no tax hikes. But...

Tuesday, July 6, 2021

Summer is finally in full swing, meaning we’re already about halfway through 2021. After a year like no other, we’re all excited to enjoy the warm weather with friends and family. If you have some time over the coming...

Monday, June 28, 2021

What happens when the predictions are wrong? Is it time to panic? Is it time to ditch our strategy? It's a fascinating question because it cuts right down to the question of what it means to live in an uncertain world. Humans are wired...

Tuesday, June 15, 2021

Lately, I’ve had numerous people ask me about digital payment apps. Specifically, how safe I think they are. Personally, I use Venmo. It was the first digital payment app that I fell into and I have been loyal to it ever since....

Monday, June 14, 2021

I'm sure it doesn't come as a surprise that the travel industry is recovering rather nicely from the wrecking ball (cue Mylie Cyrus) that smashed it in 2020. As they aren't fully back to post-pandemic levels, they are well on their way...

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Tuesday, June 8, 2021

Are you tired of hearing about taxes? Me too! But here we are. So..... let's dive in. We've got dueling infrastructure bills, plus a big proposed budget with lots of spending (and higher taxes inside). That's a lot of expensive...

Wednesday, June 2, 2021

Living a rich life isn’t just about having a high net worth were a great lifestyle. It goes beyond that, extending to fulfillment, happiness, and contentment. why? some say it’s because money by itself can only buy the kind...

Monday, May 24, 2021

How much inflation can the country afford before we’re in trouble? Let’s discuss. First, let’s get on the same page about some basics. If you’ve noticed the price of a thing increasing over time (say, your...

Monday, May 17, 2021

Money is the second leading cause of stress amongst adults.1 If you find yourself worried about your financial wellbeing, you're not alone - and there are things you can do to make it better.

Friday, May 7, 2021

Two things to discuss today: the economy (getting better) and taxes (going up?). Let’s dive in....... The light at the end of the tunnel is getting closer and brighter. The economy is booming and we’re getting much closer...

Thursday, May 6, 2021

Cryptocurrency isn’t the black sheep it once was. It’s hit the mainstream, and it’s grabbing up more headlines and investors than ever before. These days, about 1 in 7 Americans own some type of cryptocurrency. And a...

Tuesday, May 4, 2021

In March 2021, a year after the onset of COVID-19 in America, the $1.9 trillion American Rescue Plan was passed. In addition to stimulus payments, vaccination initiatives and financial relief for small businesses, this plan made some...

Monday, April 26, 2021

The stock market finished mixed and little changed in a week marked by consolidation activity and heated tax discussions. The S&P 500 (-0.1%), Dow Jones Industrial Average (-0.5%), and Nasdaq Composite (-0.3%) finished slightly lower,...

Monday, April 19, 2021

Each of the large-cap indices rose more than 1.0% in this news-heavy week, with the S&P 500 (+1.4%), Dow Jones Industrial Average (+1.2%), and Nasdaq 100 (+1.4%) hitting new all-time highs. The Nasdaq Composite increased 1.1%, and the...

Tuesday, April 13, 2021

The S&P 500 (+2.7%) and Dow Jones Industrial Average (+2.0%) kicked off the week with a data-driven rally to new heights, followed by a mechanical grind higher the rest of the week. The Nasdaq Composite (+3.1%) outperformed with a 3%...

Thursday, April 8, 2021

On March 31, the Biden administration announced their proposal for a $2.2 trillion infrastructure bill called the American Jobs Plan. According to the official fact sheet, the American Jobs Plan aims to “create millions of good...

Monday, November 16, 2020

News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.The Dow Jones...

Tuesday, October 27, 2020

We’re about a week away from the election and, I don't know about you, but I’m tired of the relentless politicking. Case counts are rising around the country and like they say in Game of Thrones "winter is coming". A...

Wednesday, September 2, 2020

Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate.The Dow Jones Industrial Average increased by...

Tuesday, August 25, 2020

Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.”A look behind the headlines helps tell the story.A CNBC study found that between the stock...

Tuesday, August 18, 2020

Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measure.The Dow Jones Industrial Average gained 1.81%, while the Standard...

Tuesday, August 11, 2020

Overlooking stalled efforts by Congress to pass a new fiscal stimulus bill, stocks marched higher last week with the Dow Jones Industrials leading the way and the NASDAQ Composite setting multiple fresh record highs.The Dow Jones...

Wednesday, August 5, 2020

Stocks were mixed last week amid a busy week of earnings, some troubling economic data, and seemingly little progress on a new fiscal stimulus package.The Dow Jones Industrial Average slipped 0.16%, while the Standard &...

Tuesday, July 28, 2020

Stocks slipped in the final days of trading last week on higher jobless claims and rising tensions in the U.S.-China relationship.The Dow Jones Industrial Average lost 0.76%, while the Standard & Poor’s 500 dipped 0.28%. The...

Tuesday, July 21, 2020

Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases.The Dow Jones Industrial Average gained 2.29%, while the Standard...

Tuesday, July 14, 2020

Stock prices notched solid gains last week, looking past an increase in COVID-19 cases and any potential economic concerns raised by the trend. The Dow Jones Industrial Average increased by 0.96%, while the Standard & Poor’s 500...

Thursday, May 28, 2020

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try...

Tuesday, May 12, 2020

Undeniably, spring 2020 has tried the patience of investors.An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the benchmark for the broad stock...