2023Money MoxieNewsletter Is the Bank the Safest Place? At times, I have had clients tell me they keep so much money in the…SFSMay 31, 2023
2023Money MoxieNewsletter Managing a Mountain of Risk Going up the mountain, a climber has a good perspective of where to place each…SFSMay 31, 2023
2023Money MoxieNewsletter Buying Big Ticket Items Big purchases and expenses are inevitable in life. We save up, prepare, and try to…SFSMay 31, 2023
2023NewsletterViewpoint Patience Required Making good decisions and sticking with them for a long time is a recipe for…SFSMay 29, 2023
2023NewsletterViewpoint Are We Really in a Bull Market? Making good decisions and sticking with them for a long time is a recipe for…SFSMay 22, 2023
2023NewsletterViewpoint Time to Stop Ignoring the Debt Ceiling Making good decisions and sticking with them for a long time is a recipe for…SFSMay 15, 2023
2023NewsletterViewpoint Will The Fed Raise Rates Again? Making good decisions and sticking with them for a long time is a recipe for…SFSMay 8, 2023
2023NewsletterViewpoint Banks Continue to Fail Another bank failed on Friday: First Republic Bank. This is the 5th major bank failure…SFSMay 1, 2023
2023Money MattersNewsletter You and Your Money – Living Your Dream The theme for this year's Money Matters conference was "You and Your Money – Living…SFSMay 1, 2023
2023NewsletterViewpoint The Only Constant in Life is Change Making good decisions and sticking with them for a long time is a recipe for…SFSApril 24, 2023