Articles

Should I Worry About Inflation?
It is well known that the stock and bond markets have generally gone up over time. Why else would anyone invest? Sure,…

Portfolio Review – Q4 2021
The fourth quarter of 2021 was a microcosm of 2021 as a whole. Many of the trends that we saw throughout the…

SECURE Act 2.0 Summary – Changes to Retirement Planning
Nancy Pelosi famously said we needed to pass Obamacare legislation so we could find out what is in the bill. The SECURE…