Carpe diem: Keeping our celebratory spending urges in check
After more than a year of pandemic chaos, Americans are well on their way to getting back out into the world. Letting loose, seeing old friends, taking big trips, living… …
Elephant in the room: Talking about debt with your significant other
Bringing up debt in any conversation can feel like a social taboo. Oddly enough, the more intimate the relationship, the more awkward debt discussions can be. We worry we will… …
What’s moving the markets?
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… …
What’s moving the markets?
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… …
Nest egg growing: When your money is needed for everything else
When I talk with millennials about growing a retirement nest egg, their eyes tend to glaze over. It is the ultimate “I’ll worry about that later” topic. Believe me, I… …
What’s moving the markets?
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… …
Unpacking the refi: 5 common reasons why homeowners refinance
“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… …
Goodbye 2020: Financial thoughts for the New Year
We have almost made it. 2020 has certainly been tough for our community, our country, and our world. A post-pandemic future appears to be somewhere on the horizon. We still… …
What’s moving the markets?
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… …
What’s moving the markets?
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… …