The Tide is Changing
The new presidential administration has promised big changes. Various policies are already making waves. Though…
SFSMarch 4, 2025
Navigate Life’s Unexpected Transitions – Part 2
We’re continuing the conversation about the transition of financial and estate responsibilities when life events…
SFSMarch 4, 2025
The Value of Storytelling
Many people desire to pass their values on to future generations but struggle with the…
SFSMarch 4, 2025
Market Whiplash: Tariffs, Tech, and Extreme Sentiment
This week has been nothing short of stunning, marked by significant market volatility and a…
SFSFebruary 4, 2025
Knowing Everything is Impossible!
In our office, we rely on an entire team of people, all with special knowledge,…
SFSFebruary 1, 2025
Politics Cannot Predict Markets
Americans are facing economic challenges that are far greater than anything in 2017. Investors initially…
SFSJanuary 28, 2025
Investors Are Doing the Fed’s Job of Fighting Inflation
The Federal Reserve (The Fed) was created to dampen the economic volatility caused by inflation…
SFSJanuary 14, 2025
Growth, Debt, and Opportunities of 2025
Welcome to 2025. The U.S. economy is growing by around 2.5% (Atlanta Fed). Wages are…
SFSJanuary 7, 2025
When Renting Reigns Supreme
Negativity and false information about renting are unjustified, especially now. Homeownership offers benefits, but first-time…
SFSJanuary 3, 2025
Understanding Identity Theft: Protect and Prevent
Identity theft occurs when someone illegally obtains and uses your personal information, such as your…
SFSJanuary 3, 2025