Blogs and More

One of the focal points following the presidential election is the potential for an increase in tariffs applied to goods produced outside the US. Many investors have wondered what this could mean for markets.

Every January, many of us commit to resolutions like eating healthier or exercising more, but a lot of us fall short of sticking to them—because lifestyle change is hard. Improving success in most areas of life demands increased effort and action. But investing is different in a way many of us have a hard time accepting: Doing less often means ending up with more.

There is a balance between spending less in order to maximize a legacy for your children vs. spending more on what provides you with joy and fulfillment.

While there were some notable downturns through the year, financial markets showed resilience in 2024.

The start of a new year is a great time to reflect on the past, set goals for the future, and tune out predictions from the financial industry.

Budgeting can be fun? Of course! Let me show you how...