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It’s 2023 – is inflation still a “thing?”

Reading Time: < 1 minute With recent CPI reports showing a more favorable view, many are questioning if inflation is a relic of the past or if high prices will …

Mom, baby, and dad walking in a forest.

What the SECURE Act 2.0’s passing means for YOU!

Reading Time: 4 minutes In late December 2022, the SECURE Act 2.0 was passed as a part of a $1.7 trillion omnibus spending package. The Act has a litany …

This January newsletter includes a 2022 market recap.

2022 Market Recap

Reading Time: 3 minutes Happy New Year! In this newsletter we are going to recap 2022 economic news and highlight the most salient themes for investors. Let’s start with …

I’m retired. Can I still get a mortgage?

Reading Time: 6 minutes It’s very common for us to get questioned about whether or not a retiree can get a mortgage. Some retired people feel stuck; they want …

December newsletter

Reading Time: < 1 minute Happy holidays and please enjoy our final newsletter of the year!

3 month treasury bill rate

Are Treasury Bills the safe asset of 2023?

Reading Time: 3 minutes Markets are volatile, inflation hasn’t gone away, and geopolitical instability is still a “thing.” Is there a safe asset where you can park your money? …