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Markets and Uncertain Times

Featured Post

First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]

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Do you ever wonder how a financial advisor adds value to their clients’ lives? Investments, cash flow analysis, wah wah wah… The words start sounding like Charlie Brown’s teacher. So, let’s try another way to think about it. Last year, my family and I went through a major home remodel. During that time, I thought […]

Is my money safe at the bank right now? This is the question on many American minds. Over the last week, three banks failed or entered liquidation: Silvergate Bank, Signature Bank, and Silicon Valley Bank (SVB) (the second-biggest collapse in U.S. history). Here’s some high level points that I shared with clients earlier this week. […]

After reading last month’s blog Do I Need a Financial Advisor, maybe you are thinking “I do want a financial resource and partner in my corner… Now what?” Yay! If you have been ignoring your personal finances because you don’t have the time or interest, it could be costing you money in real dollars. Finding […]

Are you planning for the financial security of FUTURE YOU? We, as women, have longer life expectancies. It may seem unthinkable, but odds are 1 in 3 women in the U.S. will live to age 95. The best time for women to start financial planning and investing for their future selves is now. Like most […]

Do you ever wonder if you need a financial advisor? “Financial advisor” is a generic term and can be confusing. When I use the term financial advisor, I’m referring to professionals who do comprehensive financial planning and investing. I’m not talking about someone hawking the latest investment or insurance products. In my blog next month, […]

Here’s what I’ve been reading this week: If You Want More Money, You Should Root for 2023 to Be Just Like 2022 This statement sounds ridiculous. Another painful year in the markets? No thank you! But for those of us who are “Savers” or “Preservers” as defined by this article, the statement is very true. […]