Author: Yusuf Abugideiri, CFP

As we continue our march through March, we thought we’d drop in this morning as the war in Iran continues into its fourth week. At just before 8pm ET on Saturday, President Trump issued an ultimatum regarding the Strait of Hormuz, demanding that Iran allow...
Topics: Economy and Investing

We, like you, have been digesting the news of the weekend after the US and Israel launched a joint operation in Iran, and we have stayed abreast of the news as events unfolded thereafter. As of this print, markets are behaving as you might expect:...
Topics: Economy and Investing

As our Clients approach retirement and prepare to begin making distributions from their portfolio to meet their spending needs, we often hear questions like these: How much can I safely spend from my portfolio in retirement? How will I know if I’m heading for trouble?...
Topics: Financial Planning

So much has happened since we last checked in (less than a week ago!) that we thought we’d connect with you again to share a few words that we hope will provide some comfort. First, on markets and your portfolio (but only because that’s what’s...
Topics: Economy and Investing

Well, he followed through on his promise. He being President Trump, and the promise being levying tariffs on the US’s top trading partners (China, Mexico, and Canada), with promises of more on the horizon (reciprocal tariffs with our other trading partners). Since enacting the tariffs...
Topics: Economy and Investing