News and Updates
How to Give Unequal Gifts (Without Creating Unequal Feelings)
“We’re planning to give each of our kids down payments to buy homes. One lives in California and one’s in Tennessee. So the housing markets are really different. How can […]
How To Conquer Your Fear of Investing and Start Growing Your Portfolio
Full Article Link: Investopedia – How To Conquer Your Fear of Investing Quote from Stephan Shipe“One of the best ways to overcome the fear of investing is to use dollar-cost […]
Equity, Exit Plans, and Expensive Zip Codes: Wealth Strategy in Real Life
Thinking about buying a rental property or vacation home? We start this episode with a listener question on whether real estate still makes sense in today’s market. We walk through […]
Set It and Rebalance: Why Timing Isn’t Everything
A listener asked:“How often should I review or rebalance my portfolio in this kind of market?” It’s a fair question, especially after the rollercoaster markets of the past year. Between […]
Why Hasn’t the Fed Lowered Interest Rates Yet?
“Inflation seems steady. Why hasn’t the Fed started cutting rates?” It’s a common question right now, and a reasonable one. With inflation cooling from the highs of 2022, many people […]
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