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Most financial “media” pundits like to come out with a New Year’s market outlook during the holidays or first week of January. This year, I intentionally wanted to wait until […]
2024 Market Commentary – Fight Through the Noise Read More »
i’m sorry I’ve been so quiet of late, but the life of an almost three-year old is tremendously busy. Let me share with you what I’ve been up to: One
November 4, 2022 Hi there Alpha Planning family – Aubrie here checking in. I’ve had a busy rest of my summer, let me tell you! I’ve learned how to talk,
New laws are here! The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare. Is this deal a
The Impact of a Potential Recession From the naked eye, the financial markets look concerning. The S&P 500 is coming off its worst week since the early days of Covid-19
June 18, 2022 Howdy again everyone – Aubrie here! I don’t like to stay still for very long, but my dad told me that a lot of you have been
I’m frequently asked by clients, “Aaron, I want to give back, but outside of Salvation Army or my church, what are some good charities and how should I donate?” That
For the Charitably Inclined – Follow Your Passion Read More »
Once investors conquer the hurdle of saving versus spending as I discussed in my previous behavioral finance article “Delayed Gratification,” they are then faced with the challenge of overcoming certain
Endowment Effect – The Tendency to Prefer What We Already Own Read More »
March 14, 2022 Hi everyone! After talking with Archer & Wally recently, they told me that I should continue their tradition of sharing life’s insights from my unique perspective. I
As many of our retired clients know, there are a number of pieces to the retirement puzzle. For those of you who have gone through our developed and refined process