Making Sense of Inflation

I can hardly get through any news report or recent article which does not mention “inflation” in some context. If you are over the age of 60, or have studied the inflation of the 1970’s, you may immediately call up an image of mortgages and money market funds at 17% or more. What we have this time around is not that!
Quarterly Comments – Inflation?

I’ve heard the word “Inflation” more in the last few months than in the past few years. Many younger people, some on my staff, have never heard the level of […]
Building New Beginnings

Women BUILD Summer/FALL 2021 Current Build Day: Saturday, September 25th Do you remember racing home when something maybe scary or wonderful just happened? Do you remember wanting to share the […]
A Roth IRA Can Be a Great Gift

What is a Roth IRA? Just to review – what is a Roth IRA? A Roth IRA is funded with “after tax” dollars, grows free of all income and capital […]
Quarterly Comments – Expansion or Explosion?

Why have markets moved up so dramatically in an environment of chaos, uncertainty, and severe economic distress? Next question might be: why has the bond market remained as relatively calm […]
Spring Cleaning Your Estate Documents

Spring cleaning is more than just an expression- it’s time to review your essential documents like Wills, Trusts and Insurance Polices.
What a Year It Has Been!
Poised as we are on the close of 2020, I struggle to sum up in a few words where we are in the financial trends which direct (or impede) the […]
Quarterly Comments: Mixed Messages or Acceleration?

The market is up — way up — and the economy is “not so much.” What might explain this disconnect?
Quarterly Comments: Market Disconnect?
To attempt to make any comment in the middle of a pandemic, and I do think we are in the middle not the end, is to invite a list of […]
What Just Happened…and When Will it End?
Let’s start with a very short recap – The high of the US stock markets occurred in February, but by the end of the 1st quarter the S&P 500 Index […]