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Insights


Jim Williams – Next Chapter

I never imagined myself completely retired. The best part of this practice has been being in the meetings with clients, working on their financial matters. I never tired of this. What changed? Beyond the simple answer of "I did", the reality is two things changed: health and relevance.

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Welcome to the 2nd Half of 2022

Welcome to the second half of 2022. What’s up next? As always, your guess is as good as ours. If anything, the past quarter has demonstrated how even familiar shores can shape-shift on us with each tide. Following are a few of the ways in which the financial landscape has been disorienting us lately.

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Six Ways a Recession Resembles a Bad Mood

There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil. To put market and recessionary concerns in perspective, it might help to describe six ways a recession resembles a bad mood. There are some intriguing similarities!

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