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Category: U.S. Economy


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Coronavirus

The Coronavirus and Your Portfolio

February 29, 2020

Wow, what a week. Global equity markets sold off in dramatic fashion. The S&P 500 closed down -11% and the Dow -12%. …

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Human Advisor Podcast With Tyrone Ross

Human Advisor Podcast – Ryan Hughes

February 18, 2020

I was recently interviewed by Tyrone Ross for the Human Advisor podcast. This podcast is dedicated to highlighting how modern advisors across the United…

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Secure Act Retirees

What is the New Secure Act?

January 29, 2020

How your IRA, 401(k), and other saving plans are affected by the SECURE Act Since Congress passed the Setting Every Community…

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Us Missed Recession Banner

The U.S. Economy Dodged A Bullet in 2019

December 22, 2019

There is very little doubt that the U.S. economy narrowly avoided a recession this year. We faced numerous concerns that threatened economic growth, and…

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Yearend Financial Checklist Book Image

Year-End Financial Planning Checklist

October 19, 2019

Year-end is the ideal time to take stock of your finances and match them up with your goals and aspirations. Making a few strategic…

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College Costs Rising

How to Get a College Education Without Mortgaging Your Future

September 16, 2019

A recent article discussing why college is so expensive had me thinking as to the true reasons. With two young children and many clients…

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How To Pay For College With Brody Rosenfeld

How To Pay For College with Brody Rosenfeld, Ep 3

September 4, 2019

If you are a parent you know that higher education is expensive – so how do you plan to pay for college for your…

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Yield Curve Rocky Mountain

We Have An Inverted Yield Curve. Now What?

August 16, 2019

The 10-2 year yield curve inverted on Wednesday. The S&P 500 fell nearly -3% as a result. The concern is that after a 10+…

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Trade War Banner

US – China Trade War: In For The Long Haul

August 6, 2019

There is no doubt about it. The US and China are in a full-blown trade war. And as a result, investors have seen the…

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