“The farther backward you can look, the farther forward you can see.” Winston Churchill Next month will mark my 40th year in the financial advice business. I thought this might be a good opportunity to share some insights gained from four decades of counseling...
The First Coast Wealth Blog
The Social Security Fairness Act
A New Era for Public Sector Workers and Retirees Social Security has long been a crucial program in the United States, providing financial assistance to millions of retirees, disabled individuals, and survivors. However, for many public sector workers and retirees,...
Are Stocks Too Expensive?
When debating whether stocks are cheap or expensive, most Wall Street analysts use the S&P 500’s historical price-to-earnings ratio to support their argument. The P/E ratio is a measure of how valuable corporate earnings are to market participants. The more...
Finally, the end of the Covid Era of investing
4 years That’s how long it’s been since we’ve had a normal environment for investing. It’s hard to believe it’s been that long, but considering everything we’ve been through, I wouldn’t argue that it feels longer for you. In December of 2019, our economy had been in...
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