Caution is Key as Scams are on the Rise
Who can forget the sound of dial up internet in the 90s? Now you can carry a computer that weighs less than a pound in your pocket that gives you instantaneous access to almost everything. Technological advances over the last…
New Year New Limits
2023 Contribution and Benefits Limits announced by Social Security and the IRS
Calmer Waters – Clearview Commentary
Over the summer, I had the pleasure of taking a rafting trip with my daughter. For a week, she and I enjoyed navigating – with seasoned guides – the middle fork of the Salmon River in oar boats, paddle boats…
Global Market Update on the 3R’s – Reopening, Recalibrating and Revaluating
An interesting read from a trusted fund management team on the reopening of economies, the recalibration of interest rates, and the revaluation of asset prices. Click here to see the article.
Saving for Life’s Experiences
While some advisors focus only on saving for “retirement”, we believe there are a lot of life experiences that need planning attention along the way. It is important to listen carefully to our clients and learn the specific goals which…
As the World Turns
In the almost 3 months since I penned my commentary on the Russian invasion of Ukraine, world and market events have continued to swirl. Some changed, others not. Some familiar, others not so much. What remains prevalent, in my opinion,…
The positives of PUSHES
Are you someone who PUSHES through life? If so, the odds are in your favor to age well. Most individuals probably wouldn’t think that pushing through life would be conducive to aging well. In fact, when we think of pushing…
Russians and Fed Chiefs and Covid, oh my!
Well, we have certainly turned a corner as 2021 ended and 2022 has begun. Now that we are a month into the new year, let’s take a moment to see what’s different since we left 2021 behind. One thing that…