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Two Concepts of Inflation; Where’d My Money Go? - With proposed government spending at an all-time high, inflation and its effects may become a big factor in wealth building strategies for the next several years. To prepare for what many economists view as inevitable, here’s a few rhetorical questions to put this concept into context. Have you ever tried paddling or swimming up a …

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Spring Update - Happy Spring time to you! Spring offers a lot to look forward to and the month of April just happens to be National Financial Literacy month…something that resonates closely with my heart and financial planning practice. Ironically, one of the most prolific demons to work his way through the financial services industry, Bernie Madoff, died …

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Brighter Days Ahead; Plan Now - Has your emotional outlook improved over the past month or so? Are you looking forward to what we perceive as ‘normal,’ and beginning to realize that life and activities around you have slowly begun to emerge from the depths of our pandemic lockdowns? I, for one, am very optimistic that a brighter future is in …

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When a Loss becomes a Positive - As 2020 has become one of the most memorable and life-changing years many of us have ever experienced, I want to take this opportunity to share that I am thankful for what I have. I am grateful for my family’s health, our opportunities for laughter, fun, and the ability to enjoy and thrive in what …

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Two sides to every story - Do you recognize the picture above? Do you know where this location is, or have you been there? It’s known as “Land’s End” on the tip of Baja California in Cabo San Lucas, Mexico…and it is one of the most beautiful natural beaches in the world. As the author of www.cabos.com, Luis Ernesto de la …

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Voting Ballot Elections and Markets - Key Takeaways Historically, a bear market and a recession have not served the incumbent party well during elections. Markets don’t see red or blue but simply green.  Since 1933, the markets, over the long-term, have gone up regardless of party affiliation, a sweeping win, or a divided party win.  The factors that will dictate the …

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Communicating Your Needs - There are certainties in life and they aren’t always the bright spots we look forward to. One of these is the aging and mortality of ourselves and our loved ones. As we age, a slow transition occurs. Those that you once took care of may be the same ones who will be taking care of …

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Two Dimensions of Building Wealth - Building wealth is more than just investing right.
Charting a Path Forward - While many of you have a little (or a lot of) extra time on your hands right now, let’s think about what advice you would have given yourself one year ago if you knew a global pandemic was going to hit at the beginning of 2020. You could also view this advice as the proverbial …

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Black Monday 1987 We’ve been here before – Don’t panic! - For anyone who’s been living under a rock since the first of the year, here’s some reasons why recent stock market volatility has picked up significantly: The spreading of Coronavirus and its effects on the economy. The Democratic primaries and a variety of front-runner outcomes whose potential effect on the economy would be unknown. In …

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