Knowing that Amazon’s Prime Day(s) starts Tuesday, July 8th and runs through Friday the 11th, I’d thought we’d give you some money saving ideas that we use. Use Rakuten to get money back on your purchases. To date, I have gotten over $1,700 back from purchases. Just...

I know tax season feels far off but now is the perfect time to start getting your tax planning off the ground. Getting started now can help you know what your tax liability is shaping up to be, start working on strategies to reduce the taxes and spread out the tax...

Planning doesn't just have to be about retirement. There are many big events that require planned saving. The earlier you start planning, the easier they are to manage. You might be wondering...besides retirement, what should I be saving for? Education: kids or...

Officials at the world’s major central banks — chiefly, the U.S. Federal Reserve and the European Central Bank — are watching closely as these events unfold. The ECB has already started cutting rates, and many investors believe the Fed will too, as tariffs threaten...

2025 has been a turbulent year for investors. While the S&P 500 is currently up 0.21%, the year began with significant market volatility. It’s yet another reminder of why having a long term investment plan matters. STAY INVESTED Smart investing can overcome the...

Investors may be experiencing déjà vu as tariffs make headlines. The first Trump administration’s tariffs on China sparked a trade war that whipsawed markets and dominated the news, much like now. How did markets respond? Volatility rose in 2018, driven by the trade...

I’ve been blessed to provide investment advice for over 20 years. I’ve learned a few things along the way that can help you become a better investor. Sometimes the best investment action is no action. Many times, like the great tech bust of 2000, the Great...

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...