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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...

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...

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...

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...

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

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

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

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