If you have a minor child or dependent loved one with special needs, chronic illness, or any disability, special needs financial planning concerns are likely top of mind.
“All that glisters is not gold.” William Shakespeare, The Merchant of Venice Sometimes, even gold doesn’t “glister” as much as we think. Gold prices have reached all-time highs lately amid worries of economic uncertainty. But is adding it to a portfolio a solid approach, or a fool’s errand?
Clearly 2025 has not started out the way most investors would have wanted. The stock market has stumbled with the S&P 500 declining year-to-date. While tariffs have garnered the most attention, investors are also concerned about mixed economic signals including weak consumer confidence, hotter inflation, government worker layoffs, and more.
It looks like some tariffs will be imposed this week. Imposing a tariff is like using a chainsaw instead of a paring knife to cut an avocado; crude, messy, and generally ineffective.
The Importance of Balance As We Welcome 2025 Welcome to 2025! As my wife often says, the days are long, but the years are short. There’s something beautiful about winter’s chill balancing with the warmth and sunshine of spring and summer. While I love summer, I’m a winter person. I’ve...
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