Planning Ahead
Life is interesting. It is filled with all sorts of drama. Tragedy, comedy, irony, mystery… Life has it all. And through it all,
Worth Considering
“Worth Considering” is an email communication that we send to keep you informed.
Tags: Change, death, economy, estate planning, finance, financial planning, financialplanning, growth, income, insurance, investment, investmentmanagement, investments, legacy planning, maga, Magnificent7, markets, pensions, politics, risk, social security, stocks, tarrifs, taxes, trump, volatility No Comments
Shaky Up Top, Sturdy Down Below
The Flyover: Drama is abundant these days. An awful lot of it comes from the top, referring to President Trump. Sometimes intentional and pu
Tags: Change, economy, finance, financialplanning, growth, investment, investmentmanagement, investments, maga, Magnificent7, markets, politics, risk, stocks, tarrifs, trump, volatility No Comments
The Pain of Change
In the last issue of Worth Considering, I shared my view that perhaps the sun was setting on the longstanding market leadership of the “Mag 7” st
Tags: Change, economy, finance, financialplanning, growth, investment, investmentmanagement, investments, maga, Magnificent7, markets, politics, risk, stocks, tarrifs, trump, volatility No Comments
Christmas Edition 2024
Yet another year has flown by and we find ourselves fully engaged in the Holiday Season. I hope that you get to spend time with your loved ones an
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