A quick post on this Thanksgiving holiday. After a bout of strep throat earlier this week, I am thankful to be back to feeling normal. Being sick over any holiday is never fun. A few things that I am thanking God for this year: A fellow board member at Charlotte Bilingual Preschool recently shared how […]
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Mid-Year Update
A long delay between posts but I do have a few updates. I can’t believe we are already into July, the year is flying by for me. I’m doing the same format as previously so enjoy. Hopefully, more thoughtful posts coming soon. WMS Updates It’s been a productive first half of the year for our […]
My Personal Financial Goals for the New Year
As we kick off 2023, I put together a few of my personal financial goals and priorities for the new year. These are not new year’s resolution-type goals (none of the “no fried foods in the new year”) but rather practical goals that focus on personal finance and investments. I kept this list short so […]
Quarterly Post – Fall 2022
My late-Fall 2022 Quarterly Update coving market commentary, personal updates, and some links. WMS Updates/Market Commentary A few weeks ago, I was in National Harbor (outside of Washington, DC) for our broker-dealer’s annual conference at the MGM Hotel and Casino. We had all of our team members in attendance. It was a good few days […]
Financial News: What I Read
This post was prompted by an email I recently received from a reader. He wants to expand his knowledge of markets, business news, and economic news. He wanted to know if I had ideas on websites or sources of information. I replied with some of the references below, which I have since expanded. In addition […]
Quarterly Update – Summer 2022
My late summer, quarterly post covering market commentary, personal updates, and some links. Market Commentary I sent the below summary (tweaked slightly for this post) to several clients over the past few weeks. I believe it’s a relevant, quick summary of what we’ve seen in the markets so far this year: As we highlighted in the first quarter review, the […]