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
Spring 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
Cash is Paying 4% – Why Would I Invest Anywhere Else?
A silver lining to the rout in the financial markets in 2022 is that cash and cash-equivalents are actually paying decent interest. As I write
Peggy’s Retirement Announcement
A Letter from Peggy Hello Everyone, As you may know, I am planning to retire when I turn 65 this coming February. It
Mini-Series Part 10 of 10: Not Hanging Up
Have I Got a Deal For You! I spent a good deal of my childhood living in small towns in Kansas and Nebraska. The kind