As we bid farewell to 2024 and welcome 2025, it's the perfect time to reflect on our "Life Goals" and set new resolutions that could enhance

The gem you didn't know about until now Direct indexing is an investment strategy that lets you replicate the performance of a market...

Spare change is a beautiful thing, but this is a different type of change. The SECURE 2.0 Act, enacted in December 2022, brought exciting...

The winds of economic change have shifted, and for many of us, that means facing a new reality: high interest rates. Ready or not,...

If you were to visit my house sometime soon you might think it's still December. Never mind the gray skies, cold weather and bear trees....

🥳 Happy Birthday Leon Cooperman! Just who is Mr. Cooperman you might ask. Not all know him, but regardless if you agree with his outlook...

Rethinking Retirement: Exploring Alternative Investments for a Sustainable Future For as long as many can remember traditional retirement...

Defeating Goliath: Aligning Finances with Your Faith In today’s blog we will be discussing the evil one himself, the credit card!! LOL,...

Small guys falling down Small Caps Stumble: Is the Dream of Rate Cuts Dead? The party might be over for small and mid-cap stocks. After...

Spending never goes out of style A recent spending spree sends a little shock wave through investors as it spooks them a bit. Stocks Hit...

Welcome back to this new blog, so grateful for all of the positive feedback on social media! Today, I wanted to discuss chasing things....

Defeating Goliath: Aligning finances with your faith That's right, I finally get to share some of the exciting things I've been working...