Posted by & filed under Investments.

People tend to harbor this notion that investing is all about stock picking, industry monitoring, and company analysis. What is so often left out is the human emotion side, which is arguably the biggest determinant of success in the investment world. Your investing comfort level is the key to productively putting your money to work Read More

Posted by & filed under Investments, Personal finance.

Interest rates march higher. Rates have continued their upward climb through March, a trend leading to sustained volatility in investment markets. Investors keep adjusting their portfolios to account for the rising rate environment. Want to dive into the nitty gritty? Find out why the recently rising rate on the U.S. 10-year note is adding to market jitters here. Ultimately, Read More

Posted by & filed under Investments, Personal finance.

Moving on up. Rates that is. Rates are on the rise. While not the end of the world, this shift has certainly reintroduced volatility into the investment market. Everyone is working to adjust their portfolios for a future with higher inflation, growth and interest rates. This rotation has hit the high-flying tech sector, which has been the Read More

Posted by & filed under Homeownership, Investments, Personal finance.

The COVID-19 story. The pandemic continues to dominate much of what is happening in our country. The feared holiday surge has come to be. More than 433,000 Americans have died from COVID-19 complications. The spread of disease has transformed consumption habits, driving ongoing weakness in the labor market. Most of the high unemployment stems from the ravaging of the leisure and hospitality industry. This trend will continue until vaccines are plentiful and consumers begin to resume their Read More

Posted by & filed under Financial Planning, Homeownership, Personal finance.

“Refinance – yes, no, maybe”? With interest rates at historic lows, I field this question a lot. My response is always the same: “Well, it depends”. There is no one-size-fits-all answer to the refi question. A multitude of factors are at play here: What are you trying to accomplish? What are the details of your Read More

Posted by & filed under Investments, Personal finance.

The pandemic accelerates. COVID-19 cases, hospitalizations, and deaths are continuing to skyrocket in the United States and around the globe. While help is coming with treatments and probable vaccine distributions, we have quite a ways to go. Three different vaccines have shown high levels of efficacy, which has led to a buoyant market over the past four weeks. Read More

Posted by & filed under Investments, Personal finance.

Election turbulence. There really is no precedent for this election and the myriad of variables that could impact what happens on November 3rd and the days that follow. Are we looking at a certain winner in the presidential race who is generally accepted by Americans? Or will it be more muddled than that? This election might Read More