As I mentioned in my previous post on Disability Insurance, I work a lot with “younger clients”, many of whom are just starting their financial journey. When you are starting, laying a strong financial foundation is vital. As such, part of this foundation involves understanding and managing potential risks that could derail your current and […]
Mid-Year Update: Market Commentary, Election, and Links
In this short quarterly update post, I am sharing a 2nd Quarter Market Commentary/Outlook, an Election/Investing piece, and a compilation of articles/podcasts/other media links that I’ve come across recently. I hope you enjoy! Market Commentary I created the below summary of the markets and economy this year and the outlook heading into the second half. We […]
Year-End Financial Planning
I don’t know about you but it’s hard to believe we’re about to wrap up 2023. I put together a quick year-end post for several planning items to think about now or into next year. I’ve also included this 2024 Key Financial Data Guide for easy reference. It has many key items that can help […]
Quarterly Update – Spring 2022
My quarterly post covering personal and professional updates, and some links. Upcoming Posts A quick plug on some upcoming updates. Admittedly, I’ve been slack about creating new content on this blog, especially on the topics of investing and financial planning. That will change over the next few months – I have several posts in the pipeline that address specific […]
Weekend Reads 7/24/20
Hi Everyone: I hope to put out a few new posts on the blog over the next several weeks. I’ve put together some ideas on topics but need to work a bit more on the content. In the interim, here are 3 articles that I enjoyed reading this week: Diageo to launch Jonnie Walker whisky […]
Weekend Reads 7/17/20
Hi Everyone: Here are 3 articles that I enjoyed reading this week. The Coming Child Care Crisis (Axios) How Nespresso’s coffee revolution got ground down (The Guardian) Let’s Get Ready to Rundle (Prof Galloway) This weekend, I’ll be back in the mountains trying to escape the heat. Enjoy your Friday weekend,Tom If you like this […]