Month

September 2025
Fed Cuts, Mortgage Rates Climb: What It Means for You   On September 17, 2025, the Federal Reserve cut its short-term interest rate by a quarter of a percent. Many homeowners expected mortgage rates to drop the next day. They did not. Thirty-year mortgage quotes and long-term bond yields moved higher.    This is not...
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How We Helped a Client Unwind a $640K Position, Without the $197K Tax Hit     I have a client who lives in Ramsey who in 2015, took a risk and invested $40,000 into a company he believed in: Nvidia. He didn’t trade. Didn’t follow daily market noise. He just held. Through every wave of fear...
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Mastering the Mind: The Empty Boat and the Biases That Steer Your Finances    Money is supposed to be rational. Numbers are objective. Yet when we deal with money, our emotions and instincts have a way of slipping into the driver’s seat. The real challenge in financial planning is not always the market or the...
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Recent Posts

How We Helped a Client Unwind a $640K Position, Without the $197K Tax Hit
September 15, 2025
Mastering the Mind: The Empty Boat and the Biases That Steer Your Finances
September 4, 2025
Tariffs Are A Hidden Tax We All Pay
August 25, 2025