First quarter market update

As the first quarter ends and March Madness brackets are inevitably busted, let's take a quick look at how the economy and markets have performed to start the year and what could be on the horizon for 2024.... Read More

Is the recession threat over?

We are more than a year into the Federal Reserve's campaign to tame inflation with aggressive interest rate hikes. A recession was widely expected. However, economic data continues to come in hotter than forecast and the key signs of recession remain elusive.... Read More

Homeowners on the move: How to fund your next down payment

For many young adults, buying, selling, and moving from a starter home to a new home is no small task. It can be even more complicated if you do not have enough cash savings tucked away to make a down payment on your new home before selling your current home. If you are in that predicament, let’s look at a few options to help you transition.... Read More

Trouble in paradise: The FTX collapse

If you've been reading any financial headlines recently, you've likely caught wind of the turmoil in the crypto world. At the center of this turmoil is the collapse of FTX, a cryptocurrency exchange headquartered in the Bahamas that was recently one of the largest and most well-known in the space. It is now drawing eerie comparisons to the scandals of Enron and Bernie Madoff. So what caused it to collapse?    ... Read More

IPOs & SPACs: Where did they go?

One of the fascinating developments during the COVID-19 pandemic was Wall Street’s short-lived obsession with IPOs and SPACs.  What are they, why did they become so popular, and why did they drop off so quickly?... Read More

Super Bowl Commercials: Crypto Paycheck?

As many of us recover from an overload of Super Bowl excitement and unhealthy snacks, you may have noticed a rookie among the Super Bowl commercial lineup: Cryptocurrency. Interestingly, one of Super Bowl LVI's participants has also been in the news for his commitment to taking his entire season salary in crypto.  ... Read More

Why Holiday Gifts May Cost More

Blame it on supply chain issues!  We may be in the middle of the largest supply chain disruption since World War II.  What exactly is the “supply chain” and how did we get into this mess?  ... Read More

Financial Lessons from Ted Lasso

If you’ve seen the Apple TV show “Ted Lasso,” you may be like me and find it impossible to avoid being drawn into his incredibly funny and uplifting character. So with the recent release of Season 2,... Read More

Are Stocks Expensive?

When the Dow Jones Industrial Average is trading at 30,000, it’s very reasonable for investors to ask if the market is overpriced. How do we determine if an individual stock price is expensive, reason... Read More