Cybersecurity and your money: Don’t let your guard down

Recently, I heard from two friends about how an online fraud scheme duped them. One involved a grandmother thinking that she was helping a grandchild in trouble. The second involved providing account information over the phone to someone that falsely claimed to be working for PayPal.... Read More

Amidst Bond Market Carnage – Any Opportunities?

The bond market is down over -9% since the beginning of the year. The significant losses are almost across the board. High yield, investment grade, long-term, and intermediate bonds have taken large hits. Only short-term and adjustable-rate bonds have largely escaped the carnage. So what is happening to the bond market and what should you do?... Read More

Inverted – What the Bond Market and Top Gun Have in Common

On May 27th, the movie “Top Gun: Maverick” will be in theaters 36 years after the release of the original Top Gun. In a famous scene from the original, Tom Cruise describes how he (and Goose) were inverted and could take an up-close Polaroid that proved the government’s analysis of the enemy’s capabilities did not accurately reflect reality.  What does this have to do with the bond market?... Read More

Family Issues: It’s About the Money!

This last year has been stressful and filled with awkward moments, particularly when it comes to money and family. Almost everyone has been impacted, either one way or another, by the pandemic. So how... Read More