Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Can the 2023 “Goldilocks” Economy Continue in 2024?

February 5, 2024
Read time: 6 minutes The numbers are in—no more guessing about growth levels or inflation rates for 2023....
Read >

Solid Results and Finish to 2023. Back to Normal Is Our Theme for 2024.

January 4, 2024
Read time: 10 minutes Our theme for the equity market as we approached 2023 was: 2023 is likely...
Read >

Soft Landing Highly Probable Despite Above-Normal Recession Risk  

January 4, 2024
Read time: 12 minutes It’s that time of the year when it is appropriate to look forward to...
Read >

Our 2024 View: Overall Economic Growth Is Slowing

December 14, 2023
Read time: 8 minutes For those who didn’t experience “The Tonight Show Starring Johnny Carson,” he used to...
Read >

More to Celebrate Than Fear as We Head Into 2024

December 14, 2023
Read time: 16 minutes “By rationally looking at long-term trends instead of viscerally reacting to the horror story...
Read >

Why We’re Cautious Near Term and Constructive Longer Term. The Key Is Rates.

November 3, 2023
Read time: 16 minutes As we near year-end, we are cautious about S&P 500 returns in the near...
Read >

U.S. Macro Economy Growing, Albeit Slowly

November 3, 2023
Read time: 9 minutes On Nov. 1, the Bureau of Economic Analysis (BEA) released its first report concerning...
Read >

Stock Market or Market of Stocks?

October 6, 2023
Read time: 10 minutes Over my 40+ years of being involved in the business of professional investment practice,...
Read >

Expected Recession Is Tardy—What Gives?

October 6, 2023
Read time: 10 minutes “The four most expensive words in the English language are, ‘This time it’s different.’”...
Read >
It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

September 14, 2023
“It would be so nice if something made sense for a change.” —Lewis Carroll, “Alice in Wonderland” August...
Read >
The Economic Impact of Rising Mortgage Rates

The Economic Impact of Rising Mortgage Rates

September 14, 2023
In April 2022, I provided an analysis of home purchase costs in relation to median national household income. In...
Read >
July Was Another Winner for the Markets… Time for a Breather?

July Was Another Winner for the Markets… Time for a Breather?

August 10, 2023
“Things turn out best for the people who make the best of the way things turn out.” – John...
Read >

Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#142

Never Pay Full Price for College

 Listen Now >
August 8, 2024
#141

Building Wealth as a Young Professional

 Listen Now >
July 11, 2024
#140

In 2024, Should You Rent or Buy Your Home?

 Listen Now >
June 13, 2024
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us