Category

Financial Planning
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...
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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...
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February 27, 2023 Forefront‘s Monday Market Update Give and Take When I was growing up, my mother used to tell me to pick my battles, but it wasn’t until having my children that I fully understood what that meant. My wife, Christina, is a Middle School, Special Education, and Science Teacher, so she leaves the...
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February 13, 2023 Forefront’s Monday Market Update Odds and Ends I woke up this morning ready to write a detailed Forefront’s Market Notes on bonds, and while proofreading it, my eyes started to glaze over. Not the riveting content everyone wants on a Monday morning. So, I went in a different direction. Superbowl LVII  As...
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February 6, 2023 Forefront‘s Monday Market Update The Power of a Penny Financial education is something that I am passionate about. I will forever be grateful for my high school education because it set me up for success in college. The problem was that it didn’t do much to set me up for success in...
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January 30, 2023 Forefront‘s Monday Market Update Questions It is easy to get lost in the myriad of data thrown at all of us from the TV, newspapers, blogs, podcasts, and whatever other medium you use to consume content. We even have so-called “financial experts” on TikTok using fear to sell complicated and expensive insurance...
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January 23, 2023 Forefront‘s Monday Market Update The Important Data to Watch Twenty-three days into the new year, I have already heard enough nonsensical economic statistics and predictions to spin my head. Of course, it isn’t a recent phenomenon, but on top of the talking heads on TV, we are now inundated with social media...
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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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