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Financial Planning
January 16, 2023 Forefront‘s Monday Market Update Control I have a type A personality, and although I am aware of it, it always surprises me when I am called out at unexpected times. This weekend, Priya, my eight-year-old daughter, called me out on it because she was supposed to make scrambled eggs on her own....
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January 9, 2023 Forefront‘s Monday Market Update Thinking Differently My son is an eternal optimist, and it is a trait of his that I wish I could bottle up and pass out to the world. It isn’t that he shields himself from the obvious; he puts more weight on the good in any situation than...
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January 2, 2023 Forefront’s Monday Market Update New Year, New Rules Happy New Year. I hope 2022 was full of love and joy for all of you. But, for those who want to forget 2022, remember the sadness and difficulties of life sharpen the joy that I hope fills your 2023. I would be remiss...
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December 19, 2022 Forefront’s Monday Market Update A Look Ahead to 2023 Over the past month, I have continually been asked to look ahead to 2023 and predict what the market will do. After all, some people believe that the value of a financial planner is predicting what will happen and building portfolios around that....
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December 12, 2022 Forefront‘s Monday Market Update The Line Between Genius and Idiot Sorry about the hiatus, everyone; Forefront Wealth Planning is making some big moves as a firm, which has taken a little longer to adjust to than I thought. We are back, though, and today I am writing about something that has been on my...
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October 24, 2022 Forefront’s Monday Market Update How Come Inflation Isn’t Falling? Since March of this year, we have had annual inflation prints of 8% or higher each time. Sure, we might go from 8.5% to 8.3%, but with aggressive rate hikes, supply chains improving, and oil prices falling, why hasn’t inflation fallen by more...
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October 17, 2022 Forefront’s Monday Market Update Is This the Bottom? An entire generation of investors has never experienced a complete stock market correction and an economic recession that does not have some government intervention. Since 2008 almost every major global crisis has been met with some level of government intervention. We are all well...
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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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