Author: Yusuf Abugideiri, CFP

Posted Sep. 11, 2023
While your 65th birthday no longer signifies reaching the “Full Retirement Age” milestone (marking your eligibility to receive your full Social Security retirement benefit), turning 65 still has a unique perk – gaining eligibility for Medicare. Being eligible for the program, however, doesn’t mean that...
Topics: Financial Planning

Posted Jul. 20, 2023
A recession is coming. In fact, it is always true that a recession lies ahead. Economies operate in cycles and, because the economic cycle repeats indefinitely, we can say with certainty that we are always doing one of two things: Living through a recession, or...
Topics: Economy and Investing

Posted Mar. 16, 2023
In turbulent times like these, our Clients often ask how we’re protecting their assets. In this piece, we’ll focus on the measures our strategic partner, Charles Schwab, takes to focus on asset protection and ensure our Clients’ accounts are safe. Schwab is one of the...
Topics: Economy and Investing, Financial Planning

Posted Jan. 18, 2023
What a year 2022 was in markets (one could say the same about 2021, or 2020, or…but we digress). Stocks around the world took a beating. As we look forward into 2023, we find no shortage of ink being spilt about the gloom we’ve survived...
Topics: Economy and Investing

Posted Oct. 12, 2022
We’ve been talking about (and perhaps agonizing over) the same headlines all year, and what a year it’s been. As we head into the final quarter of 2022, we thought we’d spend a few minutes reflecting on how the third quarter unfolded. We share a...
Topics: Economy and Investing, Webinars and Videos

Posted Sep. 29, 2022
Wow - what a quarter for financial markets around the world. Before we dive into what we’ve been seeing in recent weeks, let’s rewind to the beginning of the summer.  Back in June, the Fed’s decision to raise interest rates more aggressively than anticipated (in...
Topics: Economy and Investing
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