Stocks rise as US-China trade talks aim to ease tariffs
U.S. stocks edge higher as trade talks with China begin in London. Investors hope to avoid recession and reduce tariffs. S&P nears record high.
Batten Down the Hatches: Fine Tune Your Small Business Plan for Any Economic Environment
In recognition of the more than 33 million small businesses in the U.S., we are sharing helpful best practices to fine-tune your small business plan to weather economic shifts. Responsibly […]
Securing Your Financial Future: Key Considerations and Questions for a Solid Plan
Whether you are thinking about job security, your retirement or your financial portfolio, uncertainty abounds. However, I would argue there is no better time than right now to think about […]
The Pros and Cons of Investing in Real Estate During a Recession
Regardless of your finances, investing in real estate during a recession might be a hard concept to wrap your head around, and understandably so. Although a potential 2023 recession won’t […]
Exploring Opportunities in the Global Stock Market: Unlocking Profit Potential in 2023
There is an old adage on Wall Street: “Sell in May and go away.” In theory, on a calendar basis, the worst months to be invested in the stock market […]
What is the Debt Ceiling Crisis?
There has been a lot of news lately about the debt ceiling, but what exactly does that mean? According to Wikipedia, “In the United States, the debt ceiling or debt […]
4 Key Asset Allocation Strategies for 2023
We all know how painful 2022 was for investors. To put it in perspective, conservative balanced portfolios with 60% in equities and 40% in fixed income were down almost 20%. […]
What Does a Recession Mean for Your Finances?
For some advisors, two negative quarters of Gross Domestic Product means we are in a recession. Other advisors are waiting for the National Bureau of Economic Research (NBER) to officially […]
Does an Inverted Yield Curve Portend a Recession?
The last time I wrote about the bond market was five years ago when interest rates were about to become inverted. When this happens, it simply means you can get […]
Recession, and Securing Investments
The one constant investors can count on in any market is that conditions will change. That’s true even for the real estate market, which tends to be more stable than […]
Recession, and Multifamily Rentals
With the Federal Reserve raising interest rates to dampen inflation, many pundits are predicting that the U.S. will enter a recession soon. So what impact would that have on multifamily […]


























