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You’ve likely heard the term ‘supply chain’ more over the last few weeks than over the last year. And most of us are wondering what it means for our investments (and holiday shopping lists).
If you don’t understand the parts of a supply chain, you won’t know how it works together.READ MORE

The pandemic reshaped a lot of people’s retirement plans. Some anticipate a lower standard of living in retirement. Others have become more risk averse in the market. And 62% of retirees and near-retirees have cut spending to have a larger nest egg. READ MORE

Nobody likes paying taxes. So there’s a lot of hoopla about Biden’s new proposed tax code. 
But are we paying more taxes than people 50 years ago? 
When you dive deeper into it, we’re at the same tax rates as we were a long time ago.READ MORE

You can research all of the ‘right’ questions for finding the perfect financial advisor…But you may not know what to do with the answers.
And if you don’t know what to do with the answers, how will you know if it helps your plan?… READ MORE

Everyone believes certain lies about money. But there are 7 that run rampant through society. 
While some of these lies might seem obvious and benign, they can cripple your retirement portfolio, financial freedom, and add more stress to your shoulders. READ MORE

One of the most common questions I get from my clients is whether they should buy or lease a car. And it makes sense — after buying your house, your car is one of your biggest monthly expenses.  
So should you buy or lease a car? READ MORE

The news has been jumping between data and emotions so much, it can feel impossible knowing where to turn. Or what to believe. And retirement dreams are drowning out in news headlines.
Is there a point to retirement planning when you don’t know what the world is going to be like in ten years?READ MORE

Reading headlines and news articles about the economy can be confusing and downright wrong. For example, despite inflation making headline news, our analysis shows that it’s not too hot right now. READ MORE

Many listeners and clients have recently asked me if they’re holding onto too much cash. Since inflation hits cash more than anything else, it’s a topic that’s on a lot of people’s mind. 
Here’s the truth: 
Cash yields basically nothing.READ MORE

Having financial and investment knowledge is good. But it doesn’t help make more money in the market unless you have wisdom.
So what’s the difference? 
Knowledge is what you know. But wisdom is how you apply what you know to your real life. READ MORE

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