The End of Summer is upon us…

The End of Summer is upon us…

I hope you’ve enjoyed your Summer so far. Last week our tomatoes FINALLY started ripening so we could enjoy the fruits of our labor. Our 19 month old daughter, Emma, absolutely LOVES to be outdoors. One thing we do every night after dinner now is go outside and...
Update from Mitzi

Update from Mitzi

With the S&P 500 Index down over 20% Year-to-Date, we are officially in what investors call a “bear market.” How long will it last? No one knows, but there sure are a LOT of opinions out there! A look at history tells us that the median bear market is 8...
Perfect Storm for Inflation…

Perfect Storm for Inflation…

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...
Money

Money

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...
Bonds

Bonds

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...
Challenges & Opportunities Ahead

Challenges & Opportunities Ahead

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...