What To Expect in 2024?

Almost exactly a year ago today, I wrote a post looking back on what had been a tough year for...

What I’m Into – Best of 2023 Edition

By Jake Elm, CFP® , Financial Advisor

Instead of another post about some of my favorite things I’ve watched, listened to, or read recently, I wanted to...

Lessons From Charlie Munger

By Jake Elm, CFP® , Financial Advisor

Charlie Munger, vice chairman of Berkshire Hathaway, right-hand man of Warren Buffett, and legendary investor, passed away a couple of...

We Always Want More

By Jake Elm, CFP® , Financial Advisor

It feels like almost everyone I talk to isn’t happy about our current economy. The price of everything seems to...

Lengthen Your Timeline

The U.S. stock market hasn’t hit a new all-time high since January 3rd, 2022. As I’m writing this the S&P...

Are House Prices Going to Drop?

One of the most common questions I’ve been asked over the past few months has been: “Are house prices going...

Traffic and the Stock Market

Last week I was working late into the evening finishing up some client meetings when I received a superbly-timed text...

What I’m Into

It’s been a while, so it’s time for another post about some of my favorite things I’ve watched, listened to,...

Some Tricks and Treats

With Halloween tomorrow, I’ve gathered some economic and financial data that I’m going to label as a trick (discouraging) or...

The Diderot Effect

With rising interest rates, high inflation, outrageous house prices, and expensive traveling costs, it feels like people should be spending...

What Are Mutual Funds?

“I don’t like mutual funds.” This was a comment someone made during a Q&A session at the end of a...