Spring Newsletter 2024
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Dan discusses
Stock Market Returns and Election Years
I’ve been getting a lot of questions lately about how stocks are going to perform with the presidential election coming up in November. I can
Christmas Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, the Christmas newsletter is a
Why So Negative?
Wow, why aren’t people celebrating? Why aren’t people popping the champagne corks? 3rd quarter GDP was just revised upward from a very good 4.9% rate
Geopolitical Unrest and Financial Markets
The recent invasion of Gaza and Israel by Hamas was certainly horrific. Israel is retaliating with air strikes and missile attacks as well as mounting
Fall Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the
Safety Now Pays… a Little
One of the side benefits to all these interest rate increases by the Federal Reserve is that savers are now getting a bit of compensation.
Summer Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the
Why Keeping a Mortgage to Save Taxes Doesn’t Make Sense
Common logic in this country goes something like this: “Since I’m able to deduct my mortgage, I should keep it as long as possible, so
UNaffordable Housing
“Owning a home is a keystone of wealth - both financial affluence and emotional security.” -Suze Orman Affordable housing has become a buzz phrase all