If you do agree to meet with one of their financial advisors, you should go in with your eyes open and ask all of the same vetting...

An interesting observation! For the month of August (through the 24th), the US major indices are down and, more surprisingly, almost...

What is the most important thing a financial planner can do for you? I would submit that it would be to relieve a person or family of the...

Part I – Time is Our Friend If we can learn how to use time to our advantage, we can avoid a lot of hardship or pitfalls in our lives....

My advice would be, follow your dreams! Whatever dream(s) you come up with (and it can and probably will, change, over time) that you...

Since the beginning of COVID we have seen excessive daily trading volume in a number of worthless or near-worthless securities.

SCOTUS STRIKES A BLOW TO AFFIRMATIVE ACTION • ARE FLYING TAXIS COMING TO A TOWN NEAR YOU? • HAPPY 4TH OF JULY • CELEBRATION • RETIREMENT

I have been hearing lately about people having terrible experiences with medical emergencies as well as less critical medical situations....

Do you know who is actually managing your money? Are you in mutual funds? Do you realize that mutual fund companies will never advise you...

Travel Industry · Student Loan Forgiveness · Where In The World Is Real Estate Going · The Debt Ceiling And The Stock Market

I have recently noticed a plethora of radio and TV ads pushing annuities and gold investments. There is, I think, a close correlation...

Social Security · When Do I Need To Work With A Financial Planner · Turtles Can Fly · The Myriad Of Financial Issues Seems To Be Endless

I don’t normally like to write about painful subjects, but one that seems to come up rather frequently, either in casual conversation...

Property Taxes · Has The EV Craze Gone Too Far · Sub-Prime Education · Where Is The Market Going?

If you've been reading our earlier blogs or our Saturday AM Review, this blog may sound a little bit like a broken record. One reason I...

Announcements · Fiesta...It's Back · Food For Thought · Asset Maps

Once again, I would love to write about something fun and nice for this week. In fact, I picked a topic for consideration which was a...

Of all the catchphrases we hear about the stock market, the one that sticks out to me right now is “cash is king”. Others are “the market...