To those of you that live in a four-season area, congratulations! We have once again made it thru winter and once again find ourselves (almost) immersed in the glorious days of summer. I fully appreciate that any free summer days are mostly spent taking road trips, working on yards & gardens, relaxing by the pool, […]

A client reached out this week with the exciting news that she had been offered a new career opportunity. She asked for a call to discuss the opportunity and sent me the offer specifics to review. Since this is a situation others may find themselves in amidst this active job market, I thought it was […]

In the past few weeks, I’ve gotten a few client questions about emails they’ve received from Charles Schwab, alerting them the “Vote Now” regarding an individual stock position held in their account. These diligent clients have asked what these emails are referring to and if there is anything they should do to address them. This […]

My dad has taught me a lot about investing over the years, but one adage of his I always reminder myself of is “some days (or weeks) are better than others.” That has held particularly true in 2024 as market direction, investor sentiment, and my resulting emotional state (ha!) have seemingly changed by the week […]

This year’s Berkshire Hathaway annual meeting certainly had a different feel to it without the presence of Charlie Munger (who passed away in December 2023 at the age of 99). Despite Charlie’s absence, Warren (along with his deemed successor Greg Abel and Ajit Jain (head on insurance operations)) took the stage for several hours of […]

I received a question from one of my favorite clients this week (my mom!) She was watching a news story about Culver’s (a popular fast food chain founded in Wisconsin) and asked me if it was publicly traded. The news story was talking about their expansion plans so she was curious if it would be […]

This past week, I spoke with several clients in the middle of a career transitions for a variety of reasons (transitioning to a new role, opting to take some time away, and entering well-deserved retirement stage). With each of these clients, the items to consider during a career transition vary but there are some common […]

Another week full of market moving news – Treasury Refunding Announcement, countless earnings releases, the end of April, and the Federal Reserve’s May rate decision (and by the time you read this, jobs data). The highlight of this busy week was Wednesday’s rate decision and the following commentary and press conference by Chairman Jerome Powell. […]

Most Gross Domestic Product (GDP) reports come and go without any mention. The Q1 2024 GDP estimate (released this week) was not one of those releases. The report had a major impact on markets. Some of you may be asking, “what is GDP again?” Let’s review. GDP is the way we measure the US economy […]

At the end of 2023, I saw a mention of new regulation in a newsletter from a law firm that noted an upcoming reporting requirement for various companies (including LLCs and corporations). As a member of two LLCs, I looked into this more to see if it applied. And sure enough, there was a requirement […]