Weekly Wrap-up

It can feel like life is a never-ending rollercoaster that leaves us feeling overwhelmed, stressed and frankly unhappy.  I’ve been experiencing my own personal chaos – kids growing up and leaving the nest, caring for an elderly parent, ongoing challenges in my...

We have seen inflation decline down to 4%, as reported in June 2023.  At the same time, we’ve seen the equity markets improve with the S&P 500 Index returning almost 16% and the MSCI EAFE (international) Index returning 11.67% (year to date as of 6/30/2023). ...

As a busy, independent professional juggling countless responsibilities and commitments, managing your finances can often take a backseat. You don’t know where to start. You get lost trying to fill in a spreadsheet your friend sent you. Or you don’t know who to talk...

Key Takeaways Investment-grade bonds, US Treasury securities, high-yield bonds, floating-rate loans, and stocks of gold miners are among the income investments that may offer opportunities in the second half of 2023. Investing in a wide variety of assets may help...

We were recently featured as an 'Expert' by WalletHub and provided our professional insights on who this type of card is best suited for, how they work, the different options for establishing credit and what you should know about these types of cards.  A starter...

Last month, insurance giant State Farm (California’s largest insurer) announced it would not issue any new homeowner policies in that state, citing rapidly growing wildfire risk. Days later, another major insurer, Allstate, stated that it had also stopped...

So, your child has their college degree.  Success! But now what?  This is a tough economy with high inflation.  For recent graduates, some have jobs, some don’t.  Some may be underemployed, working at jobs they don’t particularly like as they begin their career path....

Congratulations!!  Your senior has graduated and will be entering ‘the real world’.  Handling  finances in the real world is very different than handling finances in high school. Once your child graduates, they need to make a plan for their future. For many students...

This week, House Speaker Kevin McCarthy said he’s optimistic congressional negotiators could reach a deal to raise or suspend the debt ceiling ahead of the June 1st deadline. President Biden cut international travel short to engage in these important negotiations. The...

Recently, every Sunday,  Janet Yellen has been on a morning show talking about the debt ceiling. She’s even making rounds with different corporate executives. And every financial newsletter has a section about this big topic. So, what’s going on? And how worried...