Jul 3, 2026 | Uncategorized
Consumer spending is the engine of the U.S. economy, accounting for roughly two-thirds of overall economic activity. In theory, when consumers feel financially secure and optimistic, they tend to spend more, driving corporate profits and economic growth. When they...
Feb 13, 2026 | Business Owner Planning, Estate Planning, Financial Planning, Retirement Income Planning, Tax Planning, Uncategorized
For many professionals today, equity compensation is not just a nice perk, but a significant source of wealth accumulation over their careers. Whether through restricted stock units (RSUs), stock options, or other forms of company equity, these awards have become...
Feb 4, 2025 | Investing, Markets, Uncategorized
January marked a positive but volatile start to the year for investors amid market shifts and policy concerns. President Trump returned to the White House and signed dozens of executive orders, the Chinese artificial intelligence company DeepSeek shook the tech...
Feb 4, 2025 | Investing, Markets, Uncategorized
In the 1940s and early 1950s, computers were the size of buildings and used vacuum tubes – large glass tubes that were fragile and consumed enormous amounts of power, generating significant heat. A former IBM Chairman is thought to have said “I think there is a...
Jan 29, 2025 | Investing, Markets, Uncategorized
Interest rates are fluctuating as investors adjust their expectations around economic growth, Federal Reserve rate moves, and the Trump administration’s policies. The 10-year Treasury yield had risen as high as 4.8% in recent weeks before settling below 4.6%. The...
Nov 7, 2024 | Investing, Markets, Uncategorized
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half the country, this is a cause for celebration, while for the other half, this is a disappointing result that will require time to...
