by msfinancialresources | May 7, 2022 | Financial
Last year, we saw the US consumer blow through over $5 trillion in excess savings as the stimulus plan was underway. In normal times, this would trigger inflation to surge. Add in a massive supply chain breakdown (one that is still going on today) and you...
by msfinancialresources | Mar 7, 2022 | Financial
A couple of years ago, a client of mine recommended a book, “The Psychology of Money.” It is written by a former Motley Fool writer, Morgan Housel. Its content is far more interesting and palatable than the title may suggest. It has sold over 1 million...
by msfinancialresources | Jan 1, 2022 | Uncategorized
Upcoming Event: If you are a Schwab client with our firm, then you should have received an event calendar outlining the events we will have this year. Trying to ensure everyone’s comfort and safety during this time, we are limiting the number of guests that can...
by msfinancialresources | Dec 22, 2021 | Financial
I was at a Holiday Party earlier this month and someone (who’s not in the financial industry) mentioned buying I-bonds to me. It caught me off guard and I had all sorts of questions coming to mind. Admittedly, I-bonds haven’t been on my radar and when I asked 5 or 6...
by msfinancialresources | Nov 6, 2021 | Financial
With election results looming, COVID cases rising, and the timing for another round of stimulus still in question, I wanted to send a quick note with some updates and insights. I also want to remind everyone (including myself) that amidst challenges comes...
