Warren Buffett announced on Saturday, May 3rd, 2025 that he is stepping down as CEO of Berkshire Hathaway as of 12/31/2025. The 94-year-old investor has had a great ride and done very well for his investors. What can we learn from him? Many things. Let me highlight...

This week we’re taking a deeper look at tariffs (as of today!) and the impact of the economy. Steve Watson Equity Portfolio Manager with the Capital Group (home of the American Funds) takes a look…. The latest round of tariffs launched by the U.S. government in early...

President Trump’s tariffs have put market volatility back in the spotlight. After tariffs on nearly all trading partners were announced on April 2, the S&P 500 Index briefly descended into bear market territory — a rare sign of extreme economic pessimism when...

It’s been a tough year for investment markets. The S&P 500 is down -8.47% year to date. You wouldn’t be human if you didn’t fear loss. But smart investing can overcome the power of emotion by focusing on relevant research, solid data and proven strategies. There...

The quarter ending March 31, 2025 seems like eons ago. Quick review: S&P 500 stocks was down 4.3%, International (DM) Developed Markets was up 7.0% and US Bonds was up 2.8%. Being well diversified was key in the first quarter of 2025. The most recent topic is...

So far in 2025, five of the so-called Magnificent Seven tech stocks that have invested aggressively in Artificial Intelligence (AI) — Apple, Microsoft, NVIDIA, Amazon and Alphabet — declined, lagging the broader S&P 500 Index through March 25. Two developments...

We have been helping people plan for retirement for over 20 years. Being financially set is our focus. What you may not know is we also spend time helping our clients be prepared for a life in retirement. It is important to know what you are retiring to, not just what...

Investors learning how to invest in the stock market might ask when to invest. Knowing when to invest, however, isn’t as important as how long you stay invested. Riding it out Trying to navigate the peaks and valleys of market returns, investors seem to naturally want...

Time for a 2025 update on Tax Cuts and Jobs Act (TCJA) of 2017. This is the tax code that is set to expire on December 31, 2025. Should Congress do nothing, TCJA will revert back to the previous (higher) tax code. There is no consensus on what will happen in...

One of the main goals we are asked to calculate for our financial coaching clients is: “How much do I need to save to be able to retire comfortably?” This calculation has many moving parts but I thought today we could give you this chart with some general rules of...