Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.
Even with college tuition inflation slowing in recent years, college education costs continue to be a big-ticket item.
Want some tax considerate wealth planning ideas to consider during volatile markets? See the new issue of Investor’s Edge to read the article.
Many retirees are drawn to the idea of a second home, a concept that extends beyond providing a vacation spot for loved ones to gather. Before such a purchase, there’s much to contemplate.
Swelling expectations of rate cuts have been a boon for bond markets. But could a step up in inflation put that narrative in jeopardy to start the year?
Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.
In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.
2023 was a year of surprises. What’s in store for 2024? Janet and Tylar discuss some crosscurrents and where to find potential opportunities.
Recession or soft landing? That’s the big question. Amid the uncertainty framing the investment picture, we explore how to position portfolios.
Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.