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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
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  • Market Commentary

25 Ways to Make Friends in Retirement

Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time ...

Market Commentary 08/29/2023

The Markets Becalmed. The Chinese government’s zero-COVID policy took the wind from the sails of its economy. When the government ...

Market Commentary 08/22/2023

The Markets Higher bond yields may be good for income investors – and not so good for stock markets. After ...

Market Commentary 08/16/2023

The Markets Consumer sentiment is a lagging indicator. It’s also a contrarian indicator. After rising sharply in June and July, ...

Market Commentary 08/08/2023

The Markets An unwelcome surprise. Last week, Fitch Ratings startled markets by lowering the credit rating of United States Treasuries ...

10 Questions to Ask When Relocating in Retirement

Did you know that 40% of workers today plan to move to a different city or region after they retire?1 ...

Mortgage Gimmicks Explained

Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is ...

Market Commentary 08/01/2023

The Markets Central bank palooza! While music lovers attended concerts and festivals across the United States, central banks had a ...

Market Commentary 07/25/2023

The Markets Better than expected. In January of this year, the Bloomberg’s MLIV Pulse survey collected and shared investors’ expectations ...