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Welcome to the Wealth Management blog. We will cover a wide variety of topics ranging from current event breakdowns, personal finance tips, business breakdowns, and more. These are meant to provide our insight on different topics and to be an easy place to come, read through topics you find interesting, and to give you some useful information to use in your life. Each blog will be authored by one of the advisors in the office and we would love feedback and interaction as we go with your own thoughts and experiences on the topics we discuss. So please feel free to reach out to us or the author directly!

To team with the blogs, some of the topics will be covered in videos as well that we create and produce. The blogs will typically be a bit more in depth than the videos, with both covering their own different aspects of the same topic, to keep the content refreshing and new to viewers. 

Over time, be sure to come to the blog to see what the topic of that time is, and feel free to check out the video content we have that covers both the blog topics and more.

Wednesday, March 22, 2023

There are countless amounts of personal finance and investing myths and mistakes. Welcome to part one of busting these myths and mistakes. 

Wednesday, March 8, 2023

Compound interest is one of the biggest wonders of investing. In the simplest explanation, compound interest is interest earned on top of interest.

Monday, February 27, 2023

One of the biggest questions we get and probably the biggest question in retirement investing is, should I invest in my 401(k) with pre-tax or post-tax money? And the follow up, what’s the difference? 

Wednesday, February 22, 2023

2022 is in the past and behind us now. However, the lessons and fall out from 2022 will continue to be seen for years to come. So what are these lessons? The big lesson is that investing isn’t as easy as many thought it...

Monday, January 9, 2023

Some of the biggest headlines we saw in 2022 and will continue to see in 2023 are centered around layoffs. The headlines aren’t as scary once you look around and see that outside that one specific sector, the labor market is strong.

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Friday, December 23, 2022

Making financial goals for the new year is just as important as anything else. Let's wrap up 2022 and plan ahead for 2023.

Tuesday, December 6, 2022

The dust has settled and the midterms are finalized. So, what does this mean for markets? 

Wednesday, November 23, 2022

It is no secret that this year the market has not been kind to investors. So during this time, a lot of questions come up. None more prevalent than, what should I do? So let's give some answers to those questions.

Monday, October 10, 2022

I’ve written and spoken about earnings season in the past. Most of my thoughts have come down to the fact that I think overreaction during earnings season is common. We have companies come out and get praised for doing well and...

Monday, September 12, 2022

Student loan forgiveness has made headlines in the past couple weeks. Let's take a quick look at how we got here and what might happen from here.

Wednesday, August 3, 2022

Breaking down why exactly there is confusion around GDP and the conversation around a recession.

Friday, July 29, 2022

The future of supply chain might look very different. We have seen there needs to be some changes and Nike is proving what changes need to be made.

Friday, July 29, 2022

It was a very busy week of earnings, the Fed, GDP, and more.

Friday, July 22, 2022

In this week's recap we see TikTok challenging Google, it is the start of earnings season, and Netflix is still losing subscribers.

Friday, July 15, 2022

In this week's recap we go over inflation, unemployment, Twitter suing Elon and more!

Wednesday, July 6, 2022

Mortgage rates have increased significantly this year. Let's take a look at what you should do depending on what stage of life you're in.

Friday, June 17, 2022

We are in a period of high inflation. We all see it in our lives. But what does that mean for the stock market? If we look back in history, it means good times are coming. Let's dig into it.

Thursday, May 26, 2022

Earnings season is the couple of weeks after each quarter ends where companies go over their earnings reports. Let's talk about the pieces of the earnings call and what the reaction to them is for investors.

Tuesday, May 24, 2022

With the housing numbers for April now out, we are starting to see some changes in the market. Let's break that down and talk about what the future may hold.

Friday, May 20, 2022

Retailers are in a transitional period. Inflation, supply chain, and a changing consumer are all impacting them. Let's talk about what they are seeing and what might happen now.

Tuesday, May 17, 2022

Sometimes it feels like it might be easier to focus on the negative than it is to focus on the positive. That doesn't mean there aren't positives we can focus on. Let's talk about some reasons to be optimistic in the second half of 2022.

Thursday, April 14, 2022

The Fed is raising rates. Let's talk through why they are and what that means for us moving forward.

Wednesday, March 30, 2022

The future is almost always uncertain. One thing that remains the same throughout uncertain times is investing. So how should you do so?

Wednesday, March 23, 2022

Debt is something that is commonly seen as inherently bad. However, that may not be the case. There is a difference between bad debt and good debt. There's also a line to manage between the two of them.

Wednesday, March 9, 2022

The Russian invasion of Ukraine has been going on for roughly two weeks. The next question remains unanswered, what direct impact the invasion may bring to the US and globally?

Thursday, February 24, 2022

War times are historically favorable for the stock market.

Saturday, February 19, 2022

A brief dive into inflation, the CPI Index, and what it all may mean for us.

Wednesday, February 16, 2022

The supply chain issues have been a hurdle that consumers and companies alike have had to maneuver. Now we see companies bringing more manufacturing back into the US to avoid future disruptions.

Wednesday, February 9, 2022

Our monthly subscriptions are costing more. How much more? And why do companies need to increase these prices?

Tuesday, January 18, 2022

What is the Metaverse? How does it change our lives? What are businesses doing about it?

Tuesday, December 7, 2021

This blog covers the future that electric vehicles may have and the role they can play in all of our lives as we move closer to the mass adoption of these types of cars.