Inflation Cooled, Is That Good News?
Inflation Went Down: What You Need To Know
https://youtu.be/K3P79l6gO50 • The latest Consumer Price Index (CPI) report showed a slight decline year-over-year. This is an encouraging sign that inflation is easing despite recent tariff concerns.• While the Producer […]
Why AI Is Coming For You But Not Your Investments
Reflections On The Jobs Numbers
https://youtu.be/VETUr6iaDr4 • Today we will cover reflections on the jobs numbers, all of the most relevant aspects related to the expansion and adoption of AI tools, and how the […]
Jobs: Really, Really Bad?
Jobs: Really, Really Bad! Or Are They?
https://youtu.be/8gOnlf1EZzs • This week our Market Alert Video we will cover some important portfolio changes, all of the most relevant aspects, and how the market could respond to all of […]
New All Time Highs! Should We Worry?
Important Portfolio Changes
https://youtu.be/8gOnlf1EZzs • This week our Market Alert Video we will cover some important portfolio changes, all of the most relevant aspects, and how the market could respond to all of […]
The Big Gorilla In The Room
Important News! You May Be Getting A Refund
https://youtu.be/LVGTD_WQ74I • We identified a billing error related to platform fees after switching custodians; some clients were overcharged and will automatically receive a refund—no action is needed.• The fee calculation […]
What The Big Beautiful Bill Means To Retirement Planning
What The Big Beautiful Bill Means To Retirement Planning
https://youtu.be/pBA1zNKlcKE • This week’s market alert covers the new Big Beautiful Bill (BBB) and what it could mean for your retirement planning and taxes.• Ken Moraif and Sharla Bartley break […]