2021Executive MessageMoney Moxie Do you have an Advanced Plan? One thing that differentiates us from the competition is that we are financial planners. However,…SFSAugust 11, 2021
2021Money MoxieNewsletter Why Runaway Inflation Really May Be Temporary The value of used cars in the United States jumped by over 10% in June.…SFSAugust 11, 2021
2021Money MoxieNewsletter Investment Debate: Stocks or Real Estate I am often asked if real estate is a better investment than stocks. The answer…SFSJune 4, 2021
2021Money MoxieNewsletter Cryptocurrency – a Quick Guide What are cryptocurrencies? Completely virtual form of money invented by computer programmers for peer-to-peer digital…SFSJune 4, 2021
2021Money MoxieNewsletter Higher Inflation is Here In 1979, global oil production dropped roughly 4%, primarily due to the revolution in Iran.…SFSJune 4, 2021
2021Executive MessageMoney MoxieNewsletter Getting Back to the Office After a year of change and adaptation, we can see the light at the end…SFSJune 4, 2021
2021Money MoxieNewsletter The American Families Plan – the Good, the Bad, and a lot of Debt The U.S. middle class is shrinking. There has been growing polarization as the rich become…SFSJune 4, 2021
2021Money MoxieNewsletter From Tech-Loving Lockdown to a Stimulus-Charged Reopening? The stock market does a good job discovering prices, but it gets carried away to…SFSMarch 31, 2021
2021Money MoxieNewsletter In Through the Backdoor The Roth IRA is my favorite retirement savings account. It offers compelling benefits, including tax-free…SFSMarch 31, 2021
2021Money MoxieNewsletter Has All This Stimulus Created A Rational Bubble? One of the most absurd and fascinating financial stories of the pandemic was Hertz. Yes,…SFSMarch 31, 2021