Nov 2, 2022
As a proud adoptee and adoptive parent, I often hear people say “I would love to adopt but I could never afford it”. Recently, another financial planner friend of mine, reached out to see if I would be willing to speak with one of her clients about the finances of...
Oct 28, 2022
We’re now over a year into a period of relatively higher inflation in the United States. This follows an extended period — decades — of relatively benign, low single digit levels of inflation. The Federal Reserve has targeted an inflation rate of 2 percent per year...
Oct 13, 2022
Why Should I Invest? 6 second take: Stocks, bonds, and ETFs can feel out of reach or intimidating — but anyone who can save can create an investing strategy.Regardless of economic background or walk of life, most individuals make money in two ways: earning it through...
Aug 26, 2022
Is the bear market over? Let’s discuss.(Don’t want a dive into the latest market and economy stuff? Scroll down to my P.S. for a big-picture question).Good news first: inflation might be cooling off. Maybe.The latest inflation data suggests we could be...
May 24, 2022
Hello!We’ve had some questions about I bonds lately and wanted to breakdown the potential benefits and risks associated with purchasing an I (Inflationary) Bond. This is purely informational and would be something to be purchased on your own through the U.S....
Apr 13, 2022
Many have been asking so for our LA Wealth Q1 newsletter, we wanted to offer some perspective on the grim situation in Ukraine and what could happen in markets. The invasion of Ukraine is a serious and scary escalation in tensions between Russia, Europe, and the...
