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Can You Really Retire?
Almost every day we have conversations with clients and friends about their concerns about having enough money to enjoy retirement. I mean truly enjoying all the years after retiring without watching... ...more
Weekly Brief
June 25, 2025•7 min read
Inflation and the Future of Prices
The rapid rise of interest rates causes significant changes in lending activity and especially in the housing mortgage market. According to CNBC, the sale of previously owned homes in April declined ... ...more
Weekly Brief
June 17, 2025•6 min read
Riding Through Roller Coaster Markets
Progress with tariff negotiations has calmed institutional investors who have been slowly adding to their stock portfolios since the stock market bottomed on April 8. After Trump’s April 2 Rose Garde... ...more
Weekly Brief
June 10, 2025•8 min read
Disparity Widens of Optimism Between Executives and Households
In the complex and extensive ecosystem of the US economy, the fundamental core of its sustainability and continued growth all depends on the consumer. That’s you and me and how we spend and save our ... ...more
Weekly Brief
June 04, 2025•5 min read
Retirement During Volatile Markets
For many of our retired clients, they had successful careers and are now enjoying their retirement years. Stock market volatility is difficult to navigate for investors and even more challenging for ... ...more
Weekly Brief
May 28, 2025•5 min read
Investors Panic and Resolve
The first four months of 2024 have been a wild ride for Wall Street. Investors don’t respond well to change, and their typical response is to sell and ask questions later. In this issue we analyze t... ...more
Weekly Brief
May 21, 2025•6 min read
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