2021 – Year of the Vaccine
Irrational ExuberanceOn January 7, 2021, Elon Musk tweeted a recommendation that people replace the social…
SFSJanuary 29, 2021
What does a Biden presidency mean for the economy and investing?
The recent election has some people elated and others in the depths of despair. While…
SFSJanuary 29, 2021
Are You Thinking of Refinancing?
With interest rates at historic lows, there is a lot of talk about refinancing current…
SFSJanuary 1, 2021
Why Investors Feel So Bullish
The stock market exploded higher in November along with cases of COVID-19, just as it…
SFSDecember 10, 2020
Year-End Tax Planning
Harvest losses now to help your next tax returnIf you have investments that have gained…
SFSDecember 10, 2020
Supersized Retirement Savings
If you want to supersize your retirement savings for early retirement or help you make…
SFSDecember 10, 2020
What’s Your Estate Plan?
I was recently reminded of the importance of having a thorough and reliable estate plan.…
SFSDecember 10, 2020
Market Resiliency Overcomes Biases
As we near the end of 2020, we can look back on what we have…
SFSDecember 10, 2020
The Sandwich Generation Expands
Living in the Sandwich Generation describes more Americans today than it did in the past.…
SFSNovember 1, 2020
Markets Might Predict Elections, But Elections Don’t Predict Markets
Election years are usually positive for stocks, and despite all that has happened in 2020,…
SFSOctober 5, 2020