We aim to focus in on and break down current events that matter to you and your family’s financial well being. Check out our headline stories below and be sure to sign up for our full free weekly newsletter!

Is “ESG” Investing A Scam?
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Is “ESG” Investing A Scam?

Environmental, social, and governmental (ESG) has become a very popular acronym over the last few years in the world of investing. Whether you realize it or not, stocks you own in any investment account are being influenced by it.

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Market Rundown
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Market Rundown

Markets continued to move higher this past week on the back of strong company earnings and better consumer sentiment.

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The “Elite” Meet
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The “Elite” Meet

As a U.S. taxpaying family, you have sent the World Economic Forum (WEF) about $10 million in the past year. Their big annual event in Davos, Switzerland just happened and we have some thoughts.

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A Change Of Heart
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A Change Of Heart

After a long wait the Security and Exchange commission (SEC) just allowed 11 companies to market and sell a Bitcoin ETF to the public. There is more to it than meets the eye.

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What Happens In 2024?
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What Happens In 2024?

2024 is uncertain but that isn’t going to stop us from making predictions around what might happen. Let’s dive in.

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The College ROI Problem
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The College ROI Problem

Today, it seems like no matter how you look at the ROI on higher education for our kids, the downsides and risks just keep piling up.

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Can’t Hardly Wait
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Can’t Hardly Wait

It’s anyone’s guess what will actually happen to the housing market in 2024 but it’s worth at least paying attention to what the banks like Morgan Stanley have to say.

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Fact Or Fiction
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Fact Or Fiction

There are potentially new developments in the OpenAI saga that are worth paying attention to.

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We’re Not Gonna Take It
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We’re Not Gonna Take It

2023 has been a record year for labor strikes. From healthcare to Hollywood writers to auto workers, over 400,000 workers across the country have walked off the job year to day compared to an average of about 150,000 over the past 15 years.

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Interest Rate Roller Coaster
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Interest Rate Roller Coaster

Interest rates are sitting at 23 year highs but and experts are now predicting they will start to come down soon. Let’s talk about it.

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November (Market) Vibes
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November (Market) Vibes

The stock market is up over 5% through the first 12 days of November. Let’s explore why and what this means for the near future.

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Be Careful What You Wish For
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Be Careful What You Wish For

The Biden Administration just signed an Executive Order finally putting some long overdue guardrails around this exciting technology. But as the famous saying goes, be careful what you wish for.

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College Endowments Under Fire
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College Endowments Under Fire

Top donors at certain universities across the country are pulling their donations and endowment funding over leadership being slow to denounce the horrific events in the Middle East on October 7th while also allowing student organization to openly praise and stand behind these attacks.

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More Treats, Less Tricks
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More Treats, Less Tricks

Halloween spending this year is about to hit an all time record of $12.2 billion according to the National Retail Federation. This is almost $2 billion more than people spent in 2022 with the average American expected to shell out about $108 on a mix of costumes, candy, home decor and party supplies.

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The Dark Side of Crypto
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The Dark Side of Crypto

Cryptocurrency and other alternative forms of money are going to play a larger and larger role in our future. But today, given the lack of regulation and standardization of this emerging industry, there is dark side that deserves some attention.

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How Much Money Does Government Waste? Let’s Discuss
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How Much Money Does Government Waste? Let’s Discuss

This week we talk about how much money the government wastes each year, why the U.S. Dollar as the world’s reserve currency allows them to do this, and how it all may play out in the future so you can have a discussion about this with your family.

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