Recent Blog Posts

“You’re dealing with a lot of silly people in the marketplace; it’s like a great big casino and everyone else is boozing. If you can stick with Pepsi, you should be OK.” - Warren Buffett

The PULSE: Global Economic and Market Update: December 13, 2024

Today's global economic landscape reflects a complex mix of investor sentiment, central bank actions, and geopolitical dynamics shaping markets worldwide.

The Financial Legacy of Christmas Traditions: Balancing Nostalgia and Costs

Christmas has always been my favorite time of year. There’s something magical about the twinkle of lights, the smell of fresh-baked cookies, and the sound of carols filling the air.

The Pulse: Global Economic and Market Update: December 12, 2024

The global economic landscape continues to evolve as markets react to central bank decisions, currency fluctuations, and developments in commodities and trade. 

Why It's So Hard to Stick to a Budget During the Holidays (And How to Stay on Track)

The holiday season is synonymous with joy, celebration, and giving—but for many, it's also a time of financial stress and overspending

Holiday Debt Hangover: Tips to Avoid Financial Regret in January

The holidays are a time for joy, celebration, and connection, but for many, they also bring the stress of overspending

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