Personal NoteGrowing up, summer always felt like a time to exhale, slower days, and usually time at the beach, LBI, NJ, being our go-to spot. The markets have a similar vibe, but with their own quirks. August, September, and year-end each have their own personality, and knowing them can help
Personal NoteWe all have one. That old t-shirt, frayed collar, holes under the arms, maybe a stain or two that somehow still makes it back into the weekly rotation. It’s not flattering, it’s not functional, but it’s familiar. Comfortable.Funny thing is, a lot of people treat their cash the same
Personal NoteHave you bought a product or used a service lately and said to yourself or out loud, “That used to be a lot cheaper”? First, the answer was always, “Oh, that’s because of COVID.” Now the answer is, “Oh, that’s because of tariffs.”Funny how something that sounds so familiar
You ever get the feeling that something’s about to pop—in a good way? I was sitting on the porch the other night, light breeze, the dog snoring at my feet, and it just felt like momentum was quietly building. Kind of like those early innings of a baseball game where the bats
Earlier this week, someone asked me a question I hear often.“If the market is at an all-time high, shouldn’t I wait to invest?”It’s an understandable concern. But what if I told you that investing at all-time highs has actually been one of the most reliable ways to build long-term wealth?
My colleagues and I have been diving deep into the fine print of the One Big Beautiful Bill. Let me tell you, this isn’t political theater. It’s a real shift in tax policy that favors working families, retirees, and small business owners in ways we haven’t seen in a long
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