For the last decade and a half, the majority of individual investors have held some confusion and uncertainty regarding the cryptocurrency, Bitcoin (BTC). Most didn’t understand what cryptocurrency actually was, the blockchain...

In this week's blog, we're diving into the glamorous yet often complicated world of celebrity estate planning. It's not all red carpets and award shows; even the stars can stumble when it comes to managing their wealth for the future....

The very good results are confirmed. The 3Q23 GDP came in at 4.9%. GDP is net of inflation. This is a real increase- double of 2Q23. Consumer spending, which makes up 68% of GDP, keeps charging ahead. And the job market is doing well....

In the last two weeks we have reviewed the pros and cons of aging in place here and outlined basic information about the costs of senior housing here. Today we will provide information about long-term care insurance, income and estate...

As expected, the Federal Open Market Committee hiked rates .25% yesterday. It moved the Fed Funds Rate to a range of 5.25% to 5.5%. This is a 22-year high. Fed Chair Jerome Powell said it was too soon to tell whether this was the last...

Big changes are happening in Japan. Since the early 1990s, Japan has been fighting persistent deflation. Their inflation rate from 1995 to 2022 has been a low of negative 1.35% to a high of 2.76%. Consumer prices actually fell in...

By one measure, the S&P 500 index, excluding dividends, has slipped into negative territory for 2023. In another, the S&P 500 is up 9.5% since January 1, 2023. The difference is whether you look at all 500 stocks and weigh them...

Having good credit is a big deal. Your credit score not only tells a lender if you’re worthy of credit or not, but it also tells them how much of a premium they should charge on the money they lend you. For someone house hunting...

It seems the debt ceiling issue has become one of the favorite ways that many media outlets are using now to draw your attention, using scary headlines like “debt showdown”, “looming economic crisis”,...

As a trusted fiduciary, we understand the importance of protecting our clients' assets and ensuring their financial security. However, in today's digital age, financial security goes beyond just securing your bank account and...

Fraud and cybersecurity protection are key topics and should always be in the back of one’s mind. In today’s increasingly digital economy, fraudsters are using progressively more sophisticated tactics to manipulate...

It has been a wild last week in the financial sector. As you know from our Silicon Valley Bank blog earlier this week, there have been questions surrounding the confidence amongst the banking system and any financial institutions..