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News, Investment, and Financial Planning Information

Relevant articles about investment management and financial planning for young professionals.

As a professional in the financial industry, I understand the importance of staying up-to-date with the latest news, investments, and financial planning. Finance is a constantly evolving field, and it's crucial to understand the market dynamics and the factors that can impact your investments and financial decisions.

My goal is to provide analysis and research-backed insights to help you navigate the complex financial landscape. Whether you are a seasoned investor, a business owner, or a finance enthusiast, these articles will have something for you.

New job old retirement account

For many individuals, changing jobs can be an exciting opportunity to advance their careers or pursue new interests. However, it can also present a challenge when managing retirement savings.


bad inflation strategy money stuffed in a box

When deciding where to store your money, it's important to consider if your options will keep up with inflation. Bank CDs and keeping cash at home may not be the wisest choices.

What is Inflation?

credit card debt

Credit card debt is a significant problem in the United States. According to the Consumer Federation of America, 83% of all households have at least one c...

January 2023 Market Commentary

Stock markets in the U.S. and almost all of the world jumped in January, in stark contrast to the month of December, giving investors worldwide hope that 2023 might be a good year.

In fact, the larg...

hands holding wallets, piggy banks, and credit cards

There are three keys to investing that you can use as a framework for thinking about different types of investments and how they fit into a well-diversified portfolio. 

Risk: When we invest, we are...