Evolution of Financial Planning

[vc_row][vc_column][vc_column_text]The start of a new year is a great time to make sure you have plans in place to help support the goals you set. Do you have your financial plan in place? Please click the button below to read the piece which covers the 5 stages of a...

December 13, 2021

[vc_row][vc_column][vc_column_text]This may not be inflation similar to what the US experienced in the late 70s, but for a generation of Americans, this is unfamiliar territory.  Inflation, as measured by the Consumer Price Index (CPI), was up +6.81% on a...

December 6, 2021

[vc_row][vc_column][vc_column_text]The Omicron variant of the COVID-19 virus arrived in the US last week, first identified in California.  As employers experienced with the earlier Delta variant, this new strain of the coronavirus could cause employees to back away...

November 29, 2021

[vc_row][vc_column][vc_column_text]The White House announced its plan to release 50 million barrels of crude oil from its underground reserve (aka the “Strategic Petroleum Reserve”) between late December through April 2022.  The proposal, done in concert with similar...

November 22, 2021

[vc_row][vc_column][vc_column_text]House Democrats waited for the numbers compiled by the Congressional Budget Office and they were satisfied with the final report.  The “Build Back Better” Act is projected to spend $2.43 trillion over the next decade (2022-2031),...

May 21, 2018

[vc_row][vc_column][vc_column_text]For all the belt tightening that Americans implemented 10 years ago when the global real estate market crashed, today’s consumer is not letting a lack of cash flow get in the way of buying what he/she wants. Total American...