Blog
Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)
Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)BodyGetting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones....
Read MoreNavigating the Costs of Senior Care: Tips for Preparing for Long-Term Care
Navigating the Costs of Senior Care: Tips for Preparing for Long-Term CareBodySenior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U...
Read MoreSECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
Read More
Is the Fed Ready to Pause?
Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. The chart below shows the Fed’s pattern with...
Read MoreMWM Investment Types Bonds
Explanation of how bonds and fixed income investments work generally.
Read MoreShow All
MWM Investment Types Stocks
My explanation of how stocks work.
Read MoreHow Elections affect Markets
My opinion on who elections affect the markets.
Read More