4 Thoughts on the Yield Curve
You may have seen the big news that the 2 year/10 year yield curve inverted on August 13th. This interest rate activity, and the 3% stock market drop that accompanied it, were meaningful enough to make it out of the financial news cycle and into the main stream. The Albuquerque Journal felt it warranted an all-caps…
Read MoreShould I Refinance My Mortgage?
Our team of financial advisors collaborates with many local specialists in the markets we serve. I asked one of those specialists, Scott Cummings of Fairway Independent Mortgage, to provide a guest blog post regarding the recent drop in interest rates and the buzz around mortgage refinancing. Feel free to share Scott’s content with friends and…
Read MoreThings Are Good, Why Do I Feel Bad?
I love standup comedians. As observers of society, they call out what the rest of us can’t see or refuse to acknowledge. It’s easy to brush off even the best comedians as simple entertainers. I think many are geniuses. One of my favorite comedians, Jerry Seinfeld, has a show called Comedians in Cars Getting Coffee.…
Read MoreDeath by Comparison
Most of us are familiar with the negative impact stress has on our health. We are also familiar with the common causes of stress: troubled relationships, busy schedules, demanding work environments, etc. New research shows an additional cause of stress related to money: relative socioeconomic status. Socioeconomic status can be measured two ways. We can…
Read MoreLove them equally, treat them uniquely
We often use this quote from Ron Blue when describing our recommended thought process for designing an estate plan. Over the years, we continue to find that each beneficiary has unique needs that should be addressed using unique solutions. For example, a large lump sum could be a financial disservice to a family member who…
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