A New year, a new financial you!! As we are still early in the new year, now would be a good time to make some financial planning resolutions.

Earnings have bottomed while inflation/interest rates have peaked: The bullish case for the stock market …

After experiencing an extended ultra-low interest rate environment from the 2008 Financial crisis through early last year, interest rates have now moved significantly higher. Here's something to consider..

Sell side strategists in the media don’t manage money like the buy siders; the sell sider’s main role is to increase trading and investment banking revenues for their respective brokerage firms and not to help you invest for retirement.

The economy continues to perform as we have predicted.

Buying High yield savings, T-bills, and CD’s will help!

"Compound interest is the 8th wonder of the world, those who understand it, earn it, those who don't.. pay it." Albert Einstein

The stock market and investors always look forward and they like what they see…

Let’s Not Lose Sight of the Big Picture. These days we are barraged daily with information, and it seems to be easier than ever to lose track of the big picture..

Wow, What a flurry of activity! Daily volatility in the markets has increased substantially in the first part of 2023. A regional banking crisis, changing inflation projections, and geopolitical stress has led to the largest daily…

My great Aunt June recently passed away at 102 years of age. She was an incredible person and lived life to the fullest. June was born in New York City, graduated from University of North Carolina (80 Years ago) and was a very well…