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This blog was updated in August 2022 for relevance.

Don’t look back. You’re not going that way

If you haven’t yet considered your financial future, now is the time. Ideally, you should begin preparing for retirement as soon as you start earning a paycheck, but with so many investment options and risk factors it’s not always easy to distinguish what is the best retirement account for me. 

History does not repeat itself, but it does rhyme.

Millions of Americans are feeling the tangible effects of increased pricing on everything from strawberries to interest rates. In the throes of a global pandemic, inflation has accelerated in recent months prompting Americans to take stock of their day-to-day purchases and pushing the Federal Reserve to reassess their strategy for the new year.  Already in the first few days of this year, the 10-year treasury rate has gapped to an eight-month high and mortgage rates are back to their highest levels since the spring of 2020. What more can we expect from the impact of inflation in the new year?

I’ve been down this road before
And yeah I skidded but forget it.
~ Drake

Life is like riding a bicycle.
To keep your balance,
You must keep moving.

Whether you’re an individual managing your own investments or a professional fiduciary responsible for managing assets in a trust, behavioral investing habits are a serious threat to your investment management strategy.

There are downsides to everything; there are unintended consequences to everything.