Blog & Resources

One of our biggest pet peeves with financial firms is there is almost zero transparency in terms of how they get paid. That’s a problem.

There may never be a perfect time to get your finances in order, but except for our friends in Florida, this time of year sure seems like it could be the best time.

Remember at the beginning of 2023 when all of the talking heads said there was a 100% chance of a recession, inflation was here to stay and the sky was falling?

The doom and gloom of double-digit declines across both stock and bond markets in 2022 led many industry pundits to forecast a recession for 2023 that never arrived.