The other evening as I was leaving a meeting, a few stragglers remained. A casual question was asked, “Do you have any big plans for

When I got into the investment business I remember studying time value of money formulas and capital asset pricing models. I thought Wall Street, and

With the broad US stock market down more than 15% this year and the tech heavy Nasdaq down 25%, many investors are shellshocked. They loved

A Gambler or A Business Owner In the last three days, the Dow Jones Industrial Average sold off more than 800 points twice. Inflation is

Recently, a group of friends got together to watch a ballgame. As the night wore on, Jeff started to complain. The stock of Lockheed Martin,

With the two-year anniversary of the pandemic upon us, most people were just hoping for a return to calm and normalcy. The first quarter delivered

With oil prices spiking above $100 per barrel, certain elected leaders are making bold statements such as, “to the oil and gas companies…its no time

Twelve Ways To Offset Inflation With inflation up 7%, the impact is felt across the entire economy. However, if you read articles on how to

Often, we are asked a variety of questions with very black or white outcomes. They will be questions such as: If interest rates rise, should

A family friend, Darryl, started his first “big boy” job last summer. At the time, he called seeking advice on his 401(k)-retirement plan. To his

Kevin is a friend who works at an area chemical plant. At age 61, he wanted to discuss his company’s 401(k) plan recognizing he doesn’t

Normally, as we end one year and welcome a new one, we focus on parties, great food and time off. The COVID economy has certainly