Weekly Wrap-up

Many clients ask us for suggestions for good financial health, and we often recommend having a “budget summit” twice a year – January and July.  In January we like to think about what lies ahead for the year.  Are you taking a big vacation?  Do we have to upgrade...

🤖 Will AI Take Our Jobs? Here’s a Real Answer “Will AI take my job?” — it’s one of the biggest questions on people’s minds today. The truth? Yes and no. It depends on your industry, your role, and how ready you are to adapt. Let’s dive in: 📉 Jobs AI Is Coming For...

If a tariff is imposed on a foreign trading partner’s goods, here is what happens in the US: 1. Imported Goods Become More Expensive: A 10% universal tariff and up to 60% on some Chinese goods raise the prices of imported products. For example, if a Chinese washing...

President Donald Trump has made some bold moves regarding international trade tariffs since he was inaugurated on January 20, 2025.  During his brief time in office, his tariff decisions have given investors and political leaders alike whiplash with his on-again,...

Bitcoin surged back above the $100,000 mark this week for the first time since February, reflecting a broader return of an appetite for risk in the markets. U.S. stocks also rallied today (5/8/2025), extending a rebound off April lows, as investors responded...

At some point, every economic cycle slows down. While no one can predict the exact timing of the next recession, understanding the warning signs—and how to respond—can help you protect your investments and stay calm during market downturns. Here are six common signs...

Why smart investors are playing defense right now. Even if you haven’t, WE have been watching the bond market lately.  And it’s felt more like a financial circus than a stable investing environment.  Historically when stocks fall, bonds rise.  As of 4/17, the S&P...

Why Implementing Your Investment Advice Matters Now We know that investing – actually making the trades/implementing the specific advice you receive – can be intimidating. You may feel uncertain about market conditions, unsure about timing, or confused on how to ...

Some facts about today’s market On April 3 as of the close of the stock market, the Dow Jones Industrial Average Index was down (1679) points or almost (4%); the S&P 500 Index was down almost (275) points or (4.84%), while the tech heavy NASDAQ Index was down...

Liberal media, conservative media, mainstream media—at the end of the day, all media outlets that operate for profit share one common goal: selling advertising. Their revenue depends on being able to tell advertisers, “We can get your ad in front of X million people...