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01/10-Why a good jobs report is bad for your portfolio
This morning, we received the December Non-Farm Payroll report. We learned that the economy gained significantly more jobs than anticipated. Sounds…
1 year, 5 months ago
01/08-2025 retirement savings goals and limits
Have you established your retirement goals for 2025? If the answer is no, we hope to help you do that. You see, this year you can save a significan…
1 year, 5 months ago
01/07-How great real estate agents are using AI
AI is all around us and is starting to impact many areas of our personal and business lives. But when it comes time for you to hire a real estate pr…
1 year, 5 months ago
01/03-What should you be doing with your portfolio now?
What is the stock market telling investors as we wrap up the first trading week of 2025? The answer is “be cautious”. We’ll explain what this means…
1 year, 5 months ago
01/02-13 key components of a mortgage
Over the years, mortgages have become much more complex than in years past. If you will be obtaining a new mortgage or maybe a mortgage refinance in…
1 year, 5 months ago
12/31-2024 and 2025 real estate challenges
In 2024 the real estate market faced some challenges. The challenges will most likely continue into 2025. As you lay out your 2025 real estate weal…
1 year, 5 months ago
12/30-2025 401k, IRA, HSA, Medicare and Social Security changes
1 year, 5 months ago
12/23-Can 2024 market and economic catalysts continue in 2025?
In 2024 the U.S. economy and the stock market experienced significant growth, driven by technological advancements such as AI as well as political de…
1 year, 6 months ago