Despite yield-curve inversions and trade wars, the economy remained on solid footing in 2019
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Tucson Monsoon – 2019 Update
A quick Tucson monsoon update for 2019
Stocks vs. Bonds – Offense & Defense
Comparing stocks with bonds and how they act relative to each other to offer better investing outcomes
Reviewing Market Fundamentals
Despite swings in sentiment market fundamentals remain strong, but is there room for further improvement?
2018 Review: International Edition
USA was the best house in a bad neighborhood while every foreign flavor had a negative return, after 2017 being a banner year across the board
Value of Tax Planning
After doing dozens of planning sessions, I wanted to summarize some of the tax planning opportunities and pitfalls that come up over and over again.
Tucson Monsoon – 2018 Update
A quick Tucson monsoon update for 2018
Mortgage Rates & Monthly Payments
Looking at the history of 30-year mortgage rates, where they might be headed and how much it will cost homebuyers
2017 Review: Asset Classes & Bonds
Reviewing 2017 returns of asset classes, factors & bonds
Tucson Monsoon – 2017 Update
A quick Tucson monsoon update for 2017