Start Planning Today


4 Reasons to Start Financial Planning Today

Planning for your financial future is often that thing that you know you need to do, but procrastinate the process.  Many people feel fear of not being able to...



Buyers Beware | January 11, 2019

Last week, three weeks in a row of market gains!  Are we out of the woods or should buyers beware? Data last week was meaningful to the landscape of...

Market Indicators


Leading Indicator Watch | January 11, 2019

Before I publish Market Thoughts this week, here are some economic indicators that caught my attention.  Click here to download the latest insights on economic activity and how they...

New Year


Happy New Year | January 4, 2019

Happy New Year! For many investors, this new year brings new hope that 2019 will look more like 2017 rather than 2018!  Let’s run the play-by-play by looking at...



Leading Indicator Watch | January 4, 2019

I’d like to start the year off with healthy indicators, so as of Jan. 4, 2019, the S&P 500 rose last week by 46.2 points to end at 2,531.94...

Budgeting Existing Home sales


3 Easy Budgeting Ideas

Let’s face it, no one enjoys budgeting. It usually arises out of necessity. Here are a few keys to remember to help build a successful budget: Take a snapshot...

New Year


Leading Indicator Watch | December 28, 2019

2018 draws to a close and I’m attaching our last leading indicator watch blog for the year!  While many indicators are still showing expansion, the S&P 500 is down...

Nothing to See


Nothing to See | December 21, 2018

As the year draws to an end, there is nothing going on. Rates have increased, the government has shut-down, oil prices are falling, and inflation is fading. Like I...

Building Permits and Housing Starts


Leading Indicator Watch | December 21, 2018

Watching the news this week, it would be difficult not to focus on the volatile Markets.  I’m looking to the market indicators for something positive to share this week. ...

Social Security


4 Social Security Considerations

This is not your parent’s Social Security!  Tread lightly before pulling the trigger.  Here are four considerations before deciding on the timing for social security benefits: Longevity:  Look at...