Reminder this Wednesday is a relatively new Holiday, Juneteenth- Capital Markets, Federal Government Offices, the big banks (a few were open last year but the biggies are closed this year … This post was triggered by the creation of our…
Late last night, the word was received that my long time mentor had passed…. AKA “Frankie B” … My last conversation with him just a few ago ended with him saying “I am blessed to have had such a good…
This is certainly not a testament to Social Media… We know there are some really bad uses and habits that can be formed…. BUT to label all Social Media usage bad, would be a mistake in our eyes too! A…
A well known Wall Street saying is the “Bond Guys are the Smartest in the Room”…. Much of this saying comes from the fact that they have less items to deal with… The above is about a two year chart…
Q2 2024 ES PMT Reminder
The Rise of the ETF
Hello and Welcome to our May Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…
To the many new clients, we do an Annual, (nothing business related) Holiday Party!!! We alternate, every other year at a local Golf Course which tends to be a bit more formal and a fun Kids special year…. This year…
While the Fire was stressful …. It certainly could have been MUCH worse….. This on our street, less than two blocks away and with HUGE Oaks in the neighbors yard overhanging ours (shade is wonderful during the hot summers) feeling…
Happy Memorial Day Weekend… and a special thanks to all those who make our Personal safety possible, we are so grateful! Today the kiddos are finally out….. It’s funny how much more excited they are to GET OUT rather than…
