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Transitions - Wealth Planning and Market Insights

Our newsletter helps educate you and your family on the fundamentals of investing, so you know what you own and why. We believe financial knowledge helps you gain clarity and confidence in achieving your financial goals.

What Keeps Me Awake At Night

December 2022

As we head into 2023, I wanted to share some topics that will impact investing in the markets. Given their collective impact, it is helpful to outline the significant issues we all face.

If I Could Turn Back Time

November 2022

As we head into the last two months of the year, this time serves as a point of reflection on the year and the resolutions we had hoped to achieve and lament on the ones we didn't.

A Strange Market Environment

October 2022

In my May note to you, I mentioned this market correction would be larger, with a 20% to 25% decline instead of the textbook 10% correction. Have we passed from the blurred line of the deep correction to the beginning of a recession?

The Value of Dividend Investing

September 2022

As we head into the third quarter, we, as investors are faced with a mosaic of uncertainties that we'll examine together.

Is the Stock Market Signaling a Recession?

August 2022

Are we in a recession? A recession is two consecutive quarters of negative GDP growth, which occurred in the first half of this year. Despite this, there has been a recent market rally.

What Are Qualified Charitable Distributions?

July 2022

Are you 70 1/2 years or older and are subject to a Required Minimum Distribution (RMDs) from your IRA? Have you considered donating part of your required minimum distribution from your Traditional IRA to a qualified charity?

Sleep, Big Bear, Sleep!

June 2022

Do you remember reading the story of Goldilocks and the Three Bears as a child? I'd like to relate that story to the latest economic and market volatility we are experiencing this year.

Why Is The Market Swinging?

May 2022

When I mentioned to expect some market volatility this year, the markets responded with the recent 1,000-point rout, followed by a 1,000 point surge in the Dow Jones Industrial Average.

The Fallout from Putin's War

April 2022

For someone who was once described as a deep thinker, Putin rapidly moved from being seen as a world leader, to just a thug who likes to kill people. His miscalculations have changed the world order, and that will impact investing.

Pain at the Pump

March 2022

Few things generate more attention and anxiety among American consumers than the price of gasoline. The most recent upsurge in prices is no exception. The Russian-Ukraine War has pushed up the prices of oil to a ten-year high and prices could continue to go higher.

What Is Behind This Inflation?

February 2022

Inflation is now running at 7.5%. How did we get here? Our economy has been grappling with massive supply chain problems, labor shortages, and higher energy prices.

My Investment In You

January 2022

As I celebrate another birthday, I reassure you that I will continue working at my same vigorous pace for some years to come. Age 65 for many is a milestone to retire, but I am not one of them. I am truly enjoying my work as your Investment Advisor.

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