Investment Management

Gradually, Then Suddenly!

Earlier this month I attended the annual Kingdom Advisors conference again. Kingdom Advisors is an international organization of attorneys, accountants and financial advisors who study the Bible’s financial wisdom. This meeting is a highlight of my year because we hear great speakers and learn new insights about making financial decisions [...]

By |February 27th, 2024|Categories: Budgeting, Economy, Investment Management|

The Broken Clock Recession?

It’s been about 15 years now since we had our last true recession.  Last year nearly everyone, including yours truly, expected a recession to take hold by spring of this year.  As it goes with most things with the stock market, when most people expect something, it usually does the [...]

Secure 2.0, What’s in it and why it matters

In the midst of all the chaos that comes with the whole Christmas season, you may not have realized that as part of the massive Omnibus Bill signed by Congress to avert a government shutdown, significant legislation was passed related to your retirement accounts. The SECURE Act of 2022 commonly [...]

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