Staying the Course

Clients, I recently received this chart that I would like you to review. Please see the below PDF attachment. It contains a lot of information; but it’s the first chart that is most important. You have heard me say many times that I work with and invest my clients’ money on a “macro economic” level. Staying […]

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What You Need to Know about Student Loan Forgiveness

ECONOMY & POLICY President Biden’s student loan relief exceeds expectations, said Ed Mills, managing director and Washington policy analyst for Equity Research. The details of the long-awaited student loan forgiveness program are more substantial than expectations. Headlines will highlight the $10,000 forgiveness for borrowers with income below $125,000 and households below $250,000, but the income-based repayment […]

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Woman looking at tablet

Making a Career Pivot

FAMILY & LIFESTYLE Need to change jobs? Read five tips to help you redesign your work life. The past year led many of us to reflect on a tough question: Am I doing what I really want to be doing, career-wise? Perhaps you were laid off and are seeking new employment. Maybe you’re wishing for […]

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Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to calm these worries? Two factors […]

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ADV : Keep Volatility in Perspective

Dear Clients, Volatility is never comfortable, and this latest round is no exception. Panicked headlines may have investors feeling apprehensive and uncertain. This has been the worst start to a year for the S&P 500 in the last 25 years. However, in my over 30 years of experience, I’ve seen this happen time and again. […]

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