Insights

February 8, 2024

The “B” Word…Yep, Budgeting!

In a recent meeting a client asked me what budgeting technique works well for the Dolan Family.

January 31, 2024

What Goes Up… Can Keep Going Up?

How Markets Have Reacted to New Highs

January 22, 2024

If You Speculate, Set Rules First

Trading in speculative investments can be fun, and having some basic guidelines can be helpful.

January 17, 2024

Financial Goal Setting

Getting Better While Giving Yourself Some Grace

January 8, 2024

Market Review - 2023 Annual Review

2023 Capital Market Performance

January 8, 2024

Market Review - 4th Quarter 2023

Q4 Performance and Timeline of Events