Advice for the [Good] Life: Your Pathway to Wealth and Wellness
What a week it has been. Today alone saw something not seen in decades, in which a strong early rally in U.S. stocks gave way to a sharp late-day selloff, as hopes for progress in trade negotiations quickly unraveled. In fact, the S&P 500 experienced a rare...
(New and Improved) Advice for the [Good] Life
Welcome to the new and improved "Advice for the [Good] Life: Your Pathway to Wealth and Wellness." So why the change? And why now? Simple. Because market updates, encouraging the world to stay invested and diversified alone aren't enough anymore, and with longevity...
Understanding Fed Policy and Investment Strategy in an Uncertain Market
In recent years, Federal Reserve decisions have significantly influenced market movements. The Fed's policy shifts, from aggressive rate hikes in 2022 to rate cuts last year, have created notable market reactions. Now in 2025, as the Fed maintains steady rates despite...
Managing Market Uncertainty in an Era of Trade Tensions
Markets have experienced renewed volatility as President Trump implements fresh tariffs affecting Canada, Mexico, and China. The administration's decision to move forward with these trade measures, rather than extending deadlines or negotiating alternatives, has...
Understanding Safe Withdrawal Rates in Modern Retirement
The question of retirement security weighs heavily on many Americans' minds, especially as we navigate through evolving economic and political landscapes in 2025. With retirement numbers reaching historical highs this year, understanding sustainable withdrawal rates...
Market Pessimism and the Importance of Staying Invested
A notable disconnect has emerged between investor sentiment and market performance. The timeless wisdom of Warren Buffett to be "fearful when others are greedy and greedy when others are fearful" remains particularly relevant today. Despite numerous economic and...
Essential Tax Planning Strategies for Your Financial Future
Albert Einstein reportedly once told his accountant, "The hardest thing in the world to understand is income taxes." So, if you find income taxes perplexing, you are in good company. Unfortunately, our tax system has only grown more complex in the decades since. Fear...
Understanding Trade Policy Impact on Markets and Investment Strategy
With markets navigating various challenges in early 2024, trade policy has emerged as a key focus for investors. As President Trump's administration implements new tariff measures affecting relationships with major trading partners including China, Canada, Mexico, and...
Policy Changes and Tech Disruption Shape January Markets
The financial markets began 2025 with mixed performance as investors navigated significant policy changes and technological disruption. The month saw President Trump's return to office, major developments in artificial intelligence from China, and the Federal Reserve...
Understanding Bond Opportunities in Today’s Rate Environment
The financial markets are experiencing significant interest rate movements as market participants process economic data, Federal Reserve decisions, and new policies from the Trump administration. Treasury yields have shown notable volatility, with the 10-year recently...