8 MAY 2024

7 MAY 2024 · We all know the importance of receiving an annual health check up.  The check up will identify early problems and also give you extreme peace of mind.  But what about an annual financial check up?   It too will spot early problems and give you peace of mind.  But what should your financial check up include?  We’ll let you know.

4 MAY 2024 · This morning, we received the April Non-Farm payroll report and it was a great report…not to hot, not to cold and fewer jobs created than what Wall Street expected.  The market reaction was positive, but why?  We’ll explain it when we re-cap the week on Wall Street.

3 MAY 2024

2 MAY 2024

1 MAY 2024 · Wall Street went on a home buying spree during the pandemic.  Democrats in the U.S. Senate and House have sponsored legislation that would force large institutional owners of single family homes to sell these houses to family buyers.  One lawmaker in Ohio has proposed heavy taxation on these buyers.  But did these institutions harm or help the housing market?  We’ll discuss it tonight.

30 APR 2024 · Future retirees have a lot of questions they should ask themselves as well as their advisors.  Some of these questions are more relevant than others. We’ll review what we feel are the 10 most important questions a retiree must ask to help formulate their decision as to retire or not.

27 APR 2024 · This was a week dominated by corporate earnings.  Some companies missed while the vast majority did well.  Earnings were in addition to today’s inflationary data.  So what is the market telling us?  We’ll answer that question as we review the week on Wall Street.

26 APR 2024 · Our lives are dramatically being changed by AI, artificial intelligence.  It’s also creating major changes in the world of real estate.  We are going to explore 10 ways that AI is transforming the real estate industry.

25 APR 2024 · When we are young, we can afford to take risks.  Whether it’s in the stock market, real estate or in business.  As we get older and closer to retirement, usually it is prudent to “dial back the risk” a bit, especially if we are within 5 years of retirement.  We continue our discussion of our 5 years until retirement checklist to make sure you have it all covered.