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October 2024 Market Commentary
Usually, this time of year is much more volatile than what we’ve seen so far. And quite often September and October are the months that have the biggest market drawdowns or biggest sell-offs in any given year. But this year? Nope, this fall has been surprisingly...
Navigating Election Season: A Financial Transitionist’s Perspective
As we find ourselves in the midst of another election season, it's natural to feel a mix of emotions and concerns about the future. As a Certified Financial Transitionist, I'd like to offer a unique perspective on how to approach this period of potential change. ...
Private Equity: The Next Big Crisis?
“Private equity” is the term for companies not publicly traded or “listed” (on stock exchanges). If you are like most investors, you don’t think much about private equity because it is not generally available to you as an investor. Many private equity businesses are...
Financial Steps to Take When a Loved One Passes Away
You may have encountered this before: we think we’re prepared for an event and then realize that we are not fully ready to deal with all of it. I’m finding this personally true in the passing of my mother-in-law. I hope to pass along some helpful experience and...
September 2024 Market Commentary
Volatility (often measured by the VIX index) has been relatively higher since mid-July, as expected for this part of the year. However, the stock market indexes haven’t been down as much as Seasonality would normally suggest this far into September. That’s not to say...
Car Payment or Roth IRA Payment?
I wanted to share a financial insight I had recently while helping a client. We observed that her car payment was over $500/month. That’s a significant amount, for any budget. So I looked it up. According to 2024 Experian data, the average car payment for a new car...
What About the Election and My Money?
Some of the more frequent questions we get these days are about the election. What’s going to happen if one candidate wins, or worse, the other? What are we doing to protect your investments? Should we move to cash and just be careful? First, let me say that the...
The Elephant in the Room: America’s Ballooning National Debt
If you’re a candidate for political office, especially a presidential candidate, you don’t want to discuss the national debt and deficit. Part of the reason I believe that almost none of the politicians in Congress or the White House want to discuss the levels of the...
August 2024 Market Commentary
Things are getting interesting out there in the market. August started off with a drastic sell-off, led by the NASDAQ and Technology sectors. Other indexes like the S&P 500 and Russell 2000, and even bond indexes, eventually followed. Then, as if there was no...
Maximizing Social Security Income in an Inflationary World
Inflation has become a hot topic lately, with many of us experiencing sticker shock when purchasing everyday items or resuming normal activities. For retirees living on Social Security or a fixed pension, this challenge is particularly daunting. Let's explore some...
Profiting from the AI Wave
I get a lot of questions these days along the lines of “is this an AI bubble?” or “is the AI Bubble Popping?” And those are good questions because bubbles do eventually burst, and you don’t want to be left holding the bag when they do. First, let me show you what a...
3 Financial Moves to Make Before the September Rate Cut
As we approach September, all eyes are on the Federal Reserve's anticipated interest rate cut. This pivotal moment presents both opportunities and challenges for investors. As your behavioral financial advisor, I'd like to share three key moves to consider before this...


