Blog
You may have heard the saying, “Money isn’t everything… it’s the only thing.” That mindset is so prevalent in our society, it can be a major roadblock to living the life you are meant to live—a life of joy and abundance. When you hear the word wealth, what comes to mind?
Major market indexes had a strong showing in the third quarter as “economic activity has continued to expand at a solid pace,” to use the words from the September 18th federal reserve meeting. At that meeting, the fed announced a 0.50% cut in the federal funds rate while acknowledging that inflation is trending down towards its long-term targe
When I read the textbook definition of legacy, I was pretty underwhelmed. It felt both transactional and materialistic, and was far removed from the understanding of legacy that I've had for most of my professional life. It made me wonder if others hold the meaning at such a low bar, and if perhaps Merriam-Webster should consider a revision.
The average gain for stocks within the S&P 500 Index was just shy of 14% (as measured by the S&P 500 equal weighted index) while smaller US companies and companies internationally were up in the 15-20% range.
So you plan to host Thanksgiving this year? For a lot of folks, the thought of hosting can be quite overwhelming! I've found that the key to keeping it low-stress is to plan ahead.
How AI might affect financial markets and your investments:
It is difficult, if not foolish, to prognosticate how something like AI will impact financial markets. There are too many variables at play and so many unknowns to make reliable predictions.
On December 29, 2022, SECURE Act 2.0 was passed into law. The SECURE Act 2.0 has many more provisions than the original SECURE Act, portions of which do not take effect until next year or later. Some of the provisions still need...
Predicting what the stock market will do is easy. It’s getting the prediction right that’s difficult. If you could tell me what corporate earnings (or net profits) will be for this year and what investors would be willing...
In our Insights piece last month titled, “Do You Feel Called to Philanthropy,” we talked about how someone who is philanthropic sacrifices out of love for mankind. Giving of our time, talent, and treasure can bring about...