Good Vibrations Brian Wilson and Mike Love (1966) When Brian Wilson, the genius behind the music...
Personal Finance Resources
Learn how to take control of your finances. Read our blog posts below on debt, budgeting, investing and more.
June Market Commentary
Is “Everything gonna be alright”?Everything’s Gonna be Alright- David Lee Murphy and Kenny Chesney (2018) It would be naïve to think that one month of rallying US stocks would mean that markets are back on track and there is nothing to worry about. Remember that to...
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May Market Commentary
“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in like a lion, out like a lamb.” It is usually associated with the variability of spring time weather but in the case of April’s investment markets, it...
April Market Commentary
“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning, spinning ‘round and ‘round and upside down”- Upside Down by Jack Johnson (2006) In thinking about the investment markets over the last month and for...
March Market Commentary: Tariffs, Inflation, and Taxes… Where’s the Balance?
Tariffs, Inflation, and Taxes: Where's the Balance? February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements - even if softened or rescinded - indicated that this is a policy, not...
February Market Commentary: A New Administration Gets Down to Business
A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires [1]. The new administration got underway with a lot of sound and fury, particularly around...
The Social Security Fairness Act, HR 82
Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) for everyone who has retired under Social Security (SS) beginning effective January 2024. These reductions in SS applied to those receiving...
January Market Commentary: Seems Like Old Times?
Seems Like Old Times? December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of office with the president’s party...
December Market Commentary: A New Regime Comes Into Focus
A New Regime Comes Into Focus November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming government is not a surprise, and the emphasis is likely to be...
November Market Commentary: A Historic Election Removes Some Uncertainty
A Historic Election Removes Some Uncertainty October Recap and November Outlook An election season with several twists and turns came to a clear end with the decisive reelection of President Donald Trump. The received wisdom is that the financial markets hate...
October Market Commentary A Volatile Start to the End of the Year?
A Volatile Start to the End of the Year? September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed higher than last month, at 16.73, up from 15.00....
Investing at Every Age
How to Invest at Every Age Investing is often seen as a tool reserved for the financially savvy or the wealthy elite. However, the truth is that investing is a crucial aspect of personal finance that everyone should engage in, regardless of age or financial status. In...