Financial Planning Insights

Why Are Interest Rates So Important?

In the investment world, much of the talk over the past few weeks seems to be revolving around the spike in interest rates and what that means for the global financial markets. 

Market Pundits Often Get It Wrong

With the US markets breaching their all-time highs, I have had more clients ask me when the correction is coming.  We’ve been through two crashes in the last 13 years, and the investor psyche is fragile.

Challenging Conventional Wisdom on Your House as an Investment

Every now and then I will have a client tell me how their home has been their best investment (well, not as much recently!).  We have data we can review to see how this has really been a myth in most cases.