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Financial Planning
October 3, 2022 Forefront’s Monday Market Update Bullish or Bearish When I was a child, I wanted to watch R-rated movies more than anything! I had an older brother who was 17 then and could see movies like Wayne’s World, which I was highly jealous of. To make it up to me one day, he...
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September 26, 2022 Forefront‘s Monday Market Update WHAT IS THE FED DOING? During Fed Chairman Jerome Powell’s comments last week, I received a funny text from a friend and client.  “Do you feel like he is trying to pick a fight with just about  everyone right now?” I chuckled at the quip but couldn’t help...
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September 19, 2022 Forefront‘s Monday Market Update The Easiest Button to Push Past performance is no guarantee of future results. We have all heard that a million times, and as a financial planner, it is something I am required to remind my clients of regularly. It doesn’t ONLY mean what you think, though, and a...
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September 12, 2022 Forefront’s Monday Market Update 2022 Expectations vs. Reality As the back-to-school season is getting underway and we are all adjusting to fall sports schedules and evenings full of homework, investors are nearly 3/4 of the way through a rough year. 2022 has not shaped up to the year that many expected Markets...
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September 5, 2022 Forefront’s Monday Market Update I’m Bearish, But Not Foolish It finally happened; after a 16-year career, I was told this weekend that I am always bearish! Me?! Bearish? I couldn’t believe my ears. As most of my friends and family will tell you, I am normally called a perma-bull because I tend...
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August 22, 2022 Forefront‘s Monday Market Update Incentive Matters Last week, I met with a prospective client, and she sat down with an article she had printed from a popular financial blogger. It was the top question that should be asked when hiring a financial advisor. I LOVE when people are prepared and organized for...
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August 15, 2022 Forefront’s Monday Market Update The Fed, Inflation, and Soft Landings Writing this blog post gets complicated at times, as I try and provide a mix of information and education while trying not to bore all of you.  As I struggled throughout the week to think of a good topic, I realized the...
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August 8, 2022 Forefront‘s Weekly Market Notes Expectations vs. Reality Last week, I met with a couple considering joining the Forefront Family, but the meeting took an interesting turn. As we got to know each other, they told me about their relationship with their other advisor and how much they liked him. As the meeting continued,...
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August 1, 2022 Forefront‘s Weekly Market Notes RINO (Recession in Name Only) As I wrote about during the week of July 4th, the United States economy was already in a recession, and last week’s negative GDP number confirmed it.  Although we will hear a lot of media and talking heads try to change the definition of...
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July 25, 2022 Forefront‘s Weekly Market Notes Big Week of Data I have circled the week of July 25th on my calendar since the beginning of June. We will see an onslaught of company earnings from Microsoft, Apple, Google, Amazon, and more than a third of S&P500 companies. Q2 GDP will have its first run numbers...
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