Major economic data is in direct conflict with an equity market that has improved recently.
Women and Money: An Evolved Approach
As a woman investor, it is important to partner with a financial advisor who understands your unique needs and perspectives.
A Recession or Not a Recession, That is the Question
Markets have rebounded from the lows in June. Can we assume that the lows are in place for this bear market? It may be dependent on whether we are in a recession or not.
7 Lessons for Any Bear Market
Markets continue to be volatile. What lessons have we learned from previous bear markets that we can apply today?
Value Your Business like it’s Your Retirement Plan, Because it is.
Thinking of selling your business? Analyze it like it’s your retirement plan, then use these 7 steps to help improve its value.
Thinking Through “Life-Changing” Wealth
Incorporating a large lump sum of money into a financial plan requires thinking through a series of impacts that happen over time.
The Paramount Theatre in Austin, Texas is a city treasure. It has an amazing variety of shows, and the list of notable performers is unmatched. It was built in 1915, and began mostly as a vaudeville house. Just a few of the notable performers in its history are Miles Davis, the Marx Brothers, George Carlin, […]
Safeguarding and Passing on Your Digital Assets
Google searches for “cryptocurrency” hit all-time highs in May. A survey from CNBC found that 1 in 10 people now invest in crypto. Of that group, 65% got in the crypto market within the past year.2 As crypto becomes a more significant part of the financial picture, it’s essential to ensure that the assets are […]