by Steve Wachs, CFP® The paragraph below is a first quarter update that we recently received from JP Morgan. It does a good job of providing facts about recent returns in different asset classes [...]

By Matt Quinn, CFA® March 2022 “In your life expect some trouble. When you worry you make it double. But don’t worry, be happy, be happy now.” For your second quiz of the year, did those lyrics [...]

by Roger Shake, CFP®, RLP®, CeFT®                        February 2022 There’s good news and bad news for Social Security in 2022, plus some useful information. First, the good news. Social [...]

By Steve Wachs, CFP® Here is your first quiz for the new year. What is the origin of the WIN button above? Your reward for answering the question correctly is you can stop reading this [...]

by Steve Wachs, CFP® My wife and I have property in Northwest Arkansas which is beautiful this time of year. On one of the trails illuminated by the fall tree colors, we came across a sign [...]

by Steve Wachs, CFP® “As the economic expansion continues, inflation fears are escalating. The Federal Reserve considers yet another interest rate increase to engineer a soft-landing. However, [...]

By Steve Wachs, CFP® “Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair.” – Sam Ewing I am not sure what a hair cut [...]

by Roger A. Shake, CFP®, RLP®, CeFT®                  March 2021   Have you ever been blindsided by a life event or by your feelings about it? When I hear that question, my immediate [...]

By Matt Quinn, CFA®                                       November 2020 “Clowns to the left of me, Jokers to the right, here I am, Stuck in the middle with you.” The main line from the 1973 hit [...]

by Steve Wachs, CFP® Some of you may recognize this quote. Was it spoken by FDR, Winston Churchill, or Ronald Reagan? Actually, it is spoken by Coach Eric Taylor from the fictional television [...]