The Noise: The Fed
The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting. Market participants (i.e., algorithms) scrutinized every word
Turning Money Into Wealth
Fourth Quarter, 2021 Turning Money Into Wealth This year-end has been a time of reflection for me. After such a successful year for our clients at
Fed-Fretting
The Full Story: Markets reacted violently after Fed Chair Jerome Powell signaled an accelerating pace of tapering on Tuesday. A more aggressive Fed, warranted or
The Taxman Cometh, But Maybe Not For You
Third Quarter 2021 The Taxman Cometh, But Maybe Not For You For sure the taxman in America today is not as egregious as the Beatles
Digging into the Delta
The Full Story: On Friday, the 2020 Summer Olympic Games (pandemically delayed) began in Tokyo with a breathtaking opening ceremony and few observers. To guard
Defending the Fed
The Full Story: Chairman Powell spent two days this week testifying before Congress after releasing his mid-year Monetary Policy Report. This robust report details the
5 Things You Should Do To Increase Your Financial Literacy
I have made sure my children understand that they will not inherit a dime from me. Too many kids are planning on inheriting money to
What I’m Talking About Most to Clients This Quarter
Second Quarter 2021 It’s not inflation. It’s not crypto. Although those topics do come up. It’s rebalancing. Being proactive, not reactive by taking profits when
The Noise: The Fed
The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting. Market participants (i.e., algorithms) scrutinized every word
Turning Money Into Wealth
Fourth Quarter, 2021 Turning Money Into Wealth This year-end has been a time of reflection for me. After such a successful year for our clients at
Fed-Fretting
The Full Story: Markets reacted violently after Fed Chair Jerome Powell signaled an accelerating pace of tapering on Tuesday. A more aggressive Fed, warranted or
The Taxman Cometh, But Maybe Not For You
Third Quarter 2021 The Taxman Cometh, But Maybe Not For You For sure the taxman in America today is not as egregious as the Beatles
Digging into the Delta
The Full Story: On Friday, the 2020 Summer Olympic Games (pandemically delayed) began in Tokyo with a breathtaking opening ceremony and few observers. To guard
Defending the Fed
The Full Story: Chairman Powell spent two days this week testifying before Congress after releasing his mid-year Monetary Policy Report. This robust report details the
5 Things You Should Do To Increase Your Financial Literacy
I have made sure my children understand that they will not inherit a dime from me. Too many kids are planning on inheriting money to
What I’m Talking About Most to Clients This Quarter
Second Quarter 2021 It’s not inflation. It’s not crypto. Although those topics do come up. It’s rebalancing. Being proactive, not reactive by taking profits when
