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Investing fundamentals: A shift in winds
“A fundamental shift to a weaker dollar creates opportunities both here and abroad.”
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Past Articles

Investing Markets
Looking back on a fantastic 2024
Despite 2022 setbacks for nearly every investable asset, three-year returns are above average for broad measures.

Investing Markets
Cautious optimism: A balancing act
As history has proven, “cautious optimism” works. But history is written across years and decades, not three quarters.

Investing Markets
Time has come, Fed pivots focus
“Nuance is important, of course, but we didn’t need to hear Powell’s words to know the Fed was ready to pivot.”

Financial Planning Investing
Kids: Take my advice. See my advisor.
It’s an accomplishment to feel that your kids are financially secure.

Investing
Earnings and interest rates – and politics?
“To be fair, politics matter. Earnings and interest rates matter more.”

Financial Planning Investing
Investor, you need a budget
Budgets are important in your wealth accumulation phase of your financial life.