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I frequently encounter clients who have experienced significant wealth growth, often quite rapidly. Yet, finding a story truly worth sharing is a rarity. Recently, I had the privilege of working with a young individual who had a slight windfall. His former employer’s stock options, acquired during his tenure, skyrocketed in value over a short few […]

Well, the cat seems to be out of the bag after the last Federal Reserve (Fed) meeting took place just a few short weeks ago. Fed Chairman Powell hinted at their next move, and it appears to be what many have been long anticipating – a rate cut. There was no official mention of how

Understanding the upcoming Social Security changes in 2025 can help you plan ahead and optimize your benefits. Let’s also not jump the gun in thinking these changes only affect soon to be or current retirees. Current members of the labor force should also be aware of their accumulation of Social Security Credits and keep an

As an investor or business owner, you meticulously cultivate your financial landscape, meticulously balancing present growth with the looming realities of future needs. Retirement planning often occupies a hazy space, fraught with uncertainty. Thankfully, the recently enacted Secure 2.0 Act ushers in a new era of opportunity, empowering business owners like yourself to fortify their

With the Federal Reserve (Fed) hinting at potential interest rate cuts by year-end, many high-net-worth investors are reevaluating their fixed-income portfolios. In this evolving scenario, shorter-duration bonds can offer a strategic advantage, providing stability and potentially higher returns compared to longer-term alternatives. Understanding the Yield Curve Inversion Traditionally, the yield curve slopes upward. This means

The financial markets of late 2023 and early 2024 have been a rollercoaster ride. While concerns about inflation and central bank tightening lingered, a distinct trend emerged – the resurgence of momentum investing, particularly within technology and semiconductors. This blog post dives into the current market landscape, dissects the momentum trade grabbing headlines, and explores

In last week’s hot topic Tuesday, I wrote about how the market appeared to be red hot and, based on the historical data and valuations, may have been a bit overdue for a correction. Now a week later we may be seeing signs of bearishness that could be signaling details for a potential correction. In

The global economic landscape is undergoing a significant shift. As geopolitical tensions rise, particularly between the US and China, a trend known as “friend shoring” is gaining traction. Friend shoring involves countries shifting their supply chains away from geopolitical rivals towards allies and friendly nations. While this approach offers security benefits by reducing reliance on