Baby Step 4 Savings Explained

Introduction If you’ve read our blog articles, visited our website, or watched our YouTube channel, you can probably surmise that we are...

The U.S. National Debt - Can it be fixed?

National Debt With the new administration in place and past their first 100 days, we continue to see a moderate amount of clarity around...

Navigating Tariffs with Dave Ramsey’s Four Investment Categories 

In a global economy where international trade policies, such as tariffs, can heavily affect an investor’s portfolio, understanding how...

Reflections on My Visit to PIMCO’s Headquarters: Economic Insights and Investment Strategies

Reflections on my visit to PIMCO Headquarters - fixed income, trade policy and tariffs

All You Need to Know about PMI

Private Mortgage Insurance Saving for a house is a significant milestone that involves many moving parts and key factors to consider...

Tech and the S&P 500

The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...

2025 Market Outlook: 5 Insights but No Prediction

5 Insights for your financial, saving and investing life for 2025.

What is the Homestead Tax Exemption

The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...

What you can do in 2025 to take control of your financial life

The new year can fill you with a sense of hope and expectation.  There are new goals to reach and new challenges to tackle.  Something...

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

Understanding Mean Reversion in Trading

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

Insured to Value

A Life-Changing Event Our daughter and her family experienced a horrible life-changing event this past summer. They were making home...