Thoughts
(things I wish I knew and had access to when I was a client)
"Why Didn't Anyone Tell Me This Before?" Newsletter
Downloadable PDFs for You
AI-Generated Monthly Highlight
I asked AI to give a monthly highlight of what's happening in finance, planning, investing, and economics. This is what it provided. As with any AI-generated content, verification is required. This information is for educational purposes only and is not intended to be a recommendation or an endorsement.
Nov 2024
AI Boom and Post-Election Clarity: November's Market Renaissance
November 2024 has proven to be a month of transition and recalibration for financial markets following the U.S. presidential election on November 5th. As markets process the electoral outcomes and their policy...
Oct 2024
Financial Frenzy: Navigating the Market's Highs and Lows
October 2024 has been a dynamic month for the financial world, marked by significant movements in the stock market and evolving investment strategies. As the S&P 500 continues its upward trajectory...
Sep 2024
Markets Defy Odds in Autumn Rally
September 2024 has defied historical trends, emerging as a month of unexpected strength in the financial markets. Typically known for weak performance, this September has instead witnessed a remarkable...
Aug 2024
Financial Whirlwind Leaves Investors Breathless
August 2024 proved to be a tumultuous month for global financial markets, characterized by significant volatility and unexpected turns. The month began with sharp declines across major indices, fueled by...
