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One thing I’ve never really concerned myself with, until recently, is the subject of government spending. Given the current news cycle, I wanted to understand more precisely the facts and data, without interpretation.

Equity markets have experienced increased volatility over the past month, driven by a combination of factors including signs of economic slowdown, ongoing geopolitical tensions, and shifting political priorities following the transition to the Trump administration.

Market volatility can be unsettling, especially when you see your investments fluctuating day by day. However, staying calm and sticking to a well-thought-out strategy can help you navigate these turbulent times effectively.

A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s a family meeting that allows for the sharing of financial values and goals.

Lately, our clients have been asking if they can hold NFTs (non-fungible token) in their IRAs (Individual Retirement Account). It is a complex decision that depends on various factors. Here are some considerations to keep in mind.

I grew up on a horse farm in Pennsylvania. Recently, my family and I took care of the farm while my parents were on vacation in Switzerland. If you know anything about farms, you know that they represent an unending cycle of work. The work has to be done with no shortcuts. Shortcuts might speed up the work today but can lead to problems tomorrow.

We wrote two articles in 2022 about Treasury Series I Savings Bonds, given their popularity that year.

You know how your Apple iTunes library is not really music you own, even though you paid for it? Yet your vinyl collection somehow now has some appreciable value? Or did you ever collect baseball trading cards? And now you see that these cards exist in the digital world and are being traded at high values.

When investing in stocks, it is certainly important to focus on what companies to purchase, but just as important is knowing when to sell. We call this having a good “sell discipline.” Taylor Swift tells us to “shake it off” in her catchy song about not sweating the small stuff.

In the world of investing, uncertainties abound and, as investors, we are confronted with pivotal questions. “Have interest rates peaked? Will the U.S. have a recession this year? Will the U.S. default on its debt?” While it's valuable to have an informed opinion, making large portfolio decisions based solely on these macro events can be extremely challenging.