March 27, 2023 The Conundrum of Happiness   I finished reading a book this weekend that was so incredible that I immediately turned back to page one and began to reread it. The book is titled “The Good Life: Lessons from the World’s Longest Scientific Study of Happiness.” It is a study done over two...Read More

March 20, 2023 Is My Money Safe in The Bank? That was the most asked question by all my clients last week. We forgot about inflation, falling stock prices, rising inflation, and the federal reserve’s unknown interest rate decision. All it took was a run on a couple of regional banks. I always preach about...Read More

March 13, 2023 Forefront‘s Monday Market Update Silicon Valley Bank I have gotten a ton of questions this weekend about what actually happened to Silicon Valley Bank and how can the 16th largest bank in the USA go into receivership within 48 hours. So here is a high-level breakdown of what really happened without the spin...Read More

March 6, 2023 Forefront’s Monday Market Update What the Bond Market is Saying It shouldn’t surprise anyone that making money seems easy when the markets are doing well. But unfortunately, this past week, I was reminded how quickly that sentiment can change. A family I served for several years decided to manage their own financial...Read More