Sep 16, 2025 | Investing, Investment Planning, Markets
The late Jack Bogle observed that “successful investing is about owning businesses and reaping the huge rewards provided by the dividends and earnings growth of our nation’s—and, for that matter, the world’s—corporations.” This wisdom is...
Sep 9, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Tax Planning
The stock market climbed to new all-time highs in August, while bonds also contributed positively to portfolios. This occurred despite continued uncertainty around tariffs, Fed independence, and technology stocks. The month began with U.S. tariffs going into effect...
Aug 26, 2025 | Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning
Fed Chair Jerome Powell’s recent speech at the Fed’s annual Jackson Hole conference, which has been covered extensively in the media, reinforced that an interest rate cut in September is likely. Powell emphasized that while there is uncertainty around...
Aug 19, 2025 | Financial Planning, Investing, Investment Planning, Markets
When it comes to natural disasters, it’s important to be prepared for earthquakes and erosion alike. Even though one is immediate and dramatic while the other is slow and gradual, both require careful planning and protective measures. Economic forces are no...
Aug 12, 2025 | Financial Planning, Investing, Investment Planning, Markets, Risk Management
For investors trying to understand the economy, recent reports have provided mixed signals, even leading President Trump to fire the Bureau of Labor Statistics commissioner. The latest jobs numbers showed weakness and negative revisions, but there are also signs that...
Jul 18, 2025 | Financial Planning, Investment Planning, Retirement Income Planning
Social Security, one of the most important government programs for retirees, has evolved over its 90-year history. As the aging population grows, so too do concerns about whether Americans will be able to rely on benefits in retirement. While Social Security is...
