Sep 30, 2026 | Weekly Wrap-Up
With another potential rate increase on October 28, here’s what you should know about CDs, money markets, bonds, mortgages and other financial decisions. Whenever the Federal Reserve changes interest rates, one of the most common questions I hear from clients...
Sep 24, 2026 | Weekly Wrap-Up
High Interest Rates Are Driving Interest in ARMs With fixed-rate mortgages hovering near the 7% mark, we are fielding more questions from clients about a popular alternative: the Adjustable-Rate Mortgage (ARM). An ARM provides an initial interest rate that is...
Sep 3, 2026 | Weekly Wrap-Up
Small estate-planning missteps can create major headaches for your heirs. When it comes to estate planning, most people prefer not to think about it. Even for those who have, they sometimes make mistakes when they start taking action. The good news is that you have...
Aug 27, 2026 | Weekly Wrap-Up
U.S. Debt Just Topped $40 Trillion. Should Investors Be Worried? The U.S. national debt has officially crossed $40 trillion—a staggering number and a milestone that understandably raises questions for investors. But what does $40 trillion actually mean, and should it...
Aug 20, 2026 | Weekly Wrap-Up
One of the most common questions I get from clients is: After a few years of very mediocre bond index performance, investors may finally earn meaningful income from bonds. But will these higher yields last? This week, the U.S. Treasury announced that it will increase...
Aug 6, 2026 | Weekly Wrap-Up
One of the most common questions I get from clients is: “What budgeting app do you recommend?” My answer usually surprises them. I still use Excel. Yep… good old-fashioned Excel. After more than 35 years in financial planning, I’ve found that...
