Broker Check
Posted on March 16, 2023

SVB and bank collapses

Is it 2008 all over again? Should we be worried about the financial system collapsing? Deep breath. Let’s discuss. On March 10th, Silicon Valley Bank (SVB), a bank catering to startups closed its doors after it could no longer cover withdrawals.1 Days later, regulators also took over Signature Bank. There’s reason to believe a number of […]

Category: News

Posted on February 14, 2023

What’s next for the economy

Simple question: How’s the economy doing? Answer: It’s complicated. After the Federal Reserve hiked interest rates again (but less than last time) and all the market volatility, it’s a good time to talk about the economy.1 Inflation has been falling since summer Inflation fell for the sixth straight month in December, bolstering evidence that it […]

Category: News

Posted on February 02, 2023

529 Rollovers (coming soon)

529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st. Here’s what you need to know: Typically, 529 money is dedicated to education expenses like college tuition. Taking money out for other “non-qualified” purposes generally triggers penalties and taxes. Meaning that if your […]

Category: News

Posted on January 06, 2023

Happy New Year!

We hope you had a fantastic end to your 2022 and are feeling refreshed and ready for 2023. We wish we were bringing over some fresh fruit smoothies or pressed juices to help kick the year off. Instead, we have some new retirement rules for you. Fun, right? We’re going to try to make it […]

Category: News

Posted on November 22, 2022


We’ve got a quick post about markets and elections for you. First, a quick win: markets recently posted a strong rally on better-than-expected inflation data.1 We’re highlighting this win because it reinforces a fundamental lesson about long-term investing: you want to be in the market when it moves. Not on the sidelines. If you’re on the sidelines, […]

Category: News

Posted on November 02, 2022

Small Wins

We’ve got three small wins for you this week. When it seems like there’s a flood of bad news and everything is unpredictable, we think it’s important to highlight the bright spots when we see them. Small Win #1: The economy bounced back in Q3 U.S. economic growth made a comeback last quarter – the […]

Category: News

Posted on September 22, 2022

Summer Rally Over?

We’ve got some thoughts to share as we welcome the first day of fall. Higher-than-expected inflation data slammed investor expectations and rippled through markets, causing a broad selloff.1 We definitely expect to see more volatility in the weeks to come. Why are markets selling off? Folks were hoping that tamer inflation would cause the Federal […]

Category: News

Posted on September 08, 2022

Loans forgiven? (headlines missed this BIG detail)

Have questions about the recent student loan forgiveness announcement? We’ve got (some) answers. You’ve probably heard by now that the government plans to forgive federal student loans for roughly 20 million Americans.1 Here’s what we know about the loan forgiveness so far:2 The Dept. of Education will forgive up to $10,000 in federal student loans […]

Category: News

Posted on August 16, 2022

Scammers want your money (help below)

Scams got a big boost during the pandemic and we’ve been hearing about more folks (even very tech-savvy ones) getting caught up. We wanted to share some tips so you and your loved ones can stay safe. You might think your friends, family, and elders would be too smart to get caught, but the wider […]

Category: News

Posted on July 19, 2022

Rollercoaster ride?

A short blog post about rollercoasters. Markets rallied in relief on some better-than-expected data on Friday.1 It was a bright spot in what has seemed like a relentless parade of bad news. But the Dow, S&P 500, and Nasdaq still all closed out the week with losses.1 Is this the bottom of the bear market? Maybe. […]

Category: News

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