Blog
This is my blog.
June Market & Economic Review
CAPITALWISE Monthly Update Market & EconomicReview Monthly Intelligence for Our Clients "In the short run, the market is a voting machine, but in the long run it is a weighing machine." — Benjamin Graham Important: The commentary,...
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Happy Veterans Day
This year at a Cetera conference in September I had the pleasure of meeting Medal of Honor recipient Jack Jacobs. He was in Vietnam around the same time as my father. Thank you to all of our veterans who have served. Freedom is not free.
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Financial Literacy Month: Optimizing Your Financial Wellness
April isn’t just about tax deadlines—it’s also Financial Literacy Month, a good time to assess your financial strategy. While many people focus on budgeting or saving, true financial wellness goes beyond the basics and requires...
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Navigating College Costs: What Every Family Should Consider
For families with college-bound students—whether next year or in the future—the financial realities of higher education require careful consideration. Even for those who can comfortably pay for tuition, the real cost of college goes...
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