Advice for the [Good] Life: How Debt, Deficits, and Last Week’s Moody’s Downgrade Impacts Investors

by Jon C. Goodman | May 20, 2025 | Uncategorized

Greetings! In today’s Wealth Advisory, we will explore how debt, deficits, and Moody’s credit rating ding to the U.S. impacts investors. Next, your Wellness Navigator, Christine Despres, makes a compelling argument for the need to move and ways even the...

Advice for the [Good] Life: Understanding the Impact of U.S.-China Trade Developments on Investment Strategy, An Attitude of Gratitude, and The First American Pope

by Jon C. Goodman | May 13, 2025 | Uncategorized

Greetings! Welcome to today’s Wealth Advisory. We begin with a special market briefing—an in-depth look at current trade dynamics, the forces shaping today’s investment landscape, emerging risks and opportunities, and strategic recommendations to help you recalibrate...

Advice for the [Good] Life: Wisdom from Warren Buffett, Five Ways to Show Love to the Women in Your Life, and the Piggy Bank in World History

by Jon C. Goodman | May 6, 2025 | Uncategorized

Greetings and Happy May! In today’s Wealth Advisory, we will honor and glean wisdom from Warren Buffett’s illustrious career at the helm of Berkshire Hathaway and recall some of his best quotes–pearls, all. Then your Wellness Navigator, Christine...

Advice for the [Good] Life: How Consumer Debt Impacts the U.S. Economy (and Five Ways the Sandwich Generation Can Optimize Their Health for Life’s Demands)

by Jon C. Goodman | Apr 29, 2025 | Uncategorized

Tuesday is news day. Hopefully, news you can use. In today’s Wealth Advisory, we’ll explore how rising consumer debt affects the economic outlook for the foreseeable future in the United States. To clarify things, I again will add commentary to your...

Advice for the [Good] Life: How Policy Uncertainty Is Driving Bond Market Fluctuations (Plus 5 Tips to Improve Both Lifespan and Healthspan)

by Jon C. Goodman | Apr 22, 2025 | Uncategorized

Greetings! First off, thanks for reading. For what it’s worth, our Open Rate has skyrocketed to an all-time high of 65.5%. So, thank you! Per today’s dispatch, in your Wealth Advisory we will be taking a look at the bond market and the implication (and...