CALL US: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All
Inflation Setting In – Raising Expectations

Inflation Setting In – Raising Expectations

November 4, 2021
Inflation pressures are building. People across the spectrum are asking what inflation will look like going forward. I don’t...
Read
Risk Levels Have Increased…But Fundamentals Remain Positive

Risk Levels Have Increased…But Fundamentals Remain Positive

October 7, 2021
“ After spending many years on Wall Street and after making and losing millions of dollars, I want to...
Read
The Inflation Shift Continues – What It May Mean

The Inflation Shift Continues – What It May Mean

October 7, 2021
I have been suggesting in my work this year that the major, secular driver of ever-higher stock market valuations...
Read
Where Will Inflation End Up A Review of Federal Reserve Policies

Where Will Inflation End Up? A Review of Federal Reserve Policies

September 3, 2021
For those who haven’t been to Jackson Hole, Wyoming, you must go. This is one of the most scenic,...
Read
Global Considerations Is China Investable

Global Considerations: Is China Investable?

September 3, 2021
Recently Jason Trennert, the leader of the investment firm Strategas, asked the question, “Is China really investable?” The answer...
Read
Nice Start to the Second Half…Issues to Resolve, But We Remain Positive

Nice Start to the Second Half…Issues to Resolve, But We Remain Positive

August 4, 2021
“There’s something happening here…but what it is ain’t exactly clear.” -Lyrics from the countercultural classic song, “For What...
Read
Sustainable Inflation?

Sustainable Inflation?

August 4, 2021
“Indicators of longer-term inflation expectations appear broadly consistent with our longer-run inflation goal of 2%. If we saw signs...
Read
Economic Update: Demographics, Inflation and Productivity

Economic Update: Demographics, Inflation and Productivity

July 5, 2021
Both the global and U.S. economies continue to recover from the COVID-19 shutdown of 2020. While the recovery of...
Read
Time for Our Mid-Year Crystal Ball Update

Fantastic First Half…What’s Next? Time for Our Mid-Year Crystal Ball Update

July 5, 2021
“ I used to think that if there was reincarnation, I wanted to come back as the president or...
Read
Inflation View – The Big Worry

Inflation View – The Big Worry

June 7, 2021
In my 40+ years of investment experience, I have seen days of very high inflation (late 1970s – early...
Read
Taking Stock…Peak Data, But Not Market Peak in Our View

Taking Stock…Peak Data, But Not Market Peak in Our View

June 7, 2021
“Successful investing is about managing risk, not avoiding it.” -Ben Graham The market has been anything but...
Read
The Federal Reserve, Unemployment, and Inflation

The Federal Reserve, Unemployment, and Inflation

May 11, 2021
Something that has caught my eye and feeds into the inflation question, “Will inflation return on a more sustained...
Read

Your Life, Simplified

Let’s face it, life is hectic. Our podcast focuses on making your life easier...it’s about putting life in perspective and having a game plan.

LATEST EPISODES

#65

Community Involvement: Giving Back So We All Move Forward

November 30, 2021
Listen
#64

Here in My Car: What’s Driving the Auto Industry?

November 5, 2021
Listen
#63

Legacy Planning: Discussing Wealth Transfer with the Next Generation

October 19, 2021
Listen
All Podcast Episodes

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Subscribe to Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.
Contact Us