Author name: Colin Zizzi

Do Presidential Elections Matter to the Stock Market?

We’re entering into another election cycle.  Undoubtedly the media coverage is going to be scrutinizing every detail and projecting their spin on what the potential outcomes will mean for the economy and financial markets. Regardless of political views, it’s important to remember this is what the media is paid to do. They want as many […]

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Unpacking the Single-Family Housing Shortage in the United States

 We work with many young couples and growing families, and decisions around housing are a huge factor in someone’s long term financial plan. With rising interest rates and housing prices barely budging, we hear many people asking versions of these questions frequently: With all of these questions, like most things in “personal” finance, the answer

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Unraveling Wall Street Forecasts: The Troubling Tale of Stock Price Predictions

 “An economist is an expert who will know tomorrow why the things he predicted yesterday didn’t happen today.” –Evan Esar We’re now a couple weeks into 2024, and the S&P 500 just finally eclipsed its prior all-time record high reached back on January 3rd, 2022. After a brutal 2022 for markets, last year was another

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The Price of Prosperity: Balancing Economic Success with Quality of Life

US Economic dominance The United States has enjoyed a prolonged period of market dominance versus international markets. An examination of the driving forces behind this success reveals a lifestyle deeply rooted in the pursuit of work and wealth creation. While this focus has undoubtedly propelled the nation to unprecedented economic heights, there’s an inherent trade-off

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Insurance & Annuities: Not a One-Size-Fits-All Strategy

The overall breadth of the insurance product marketplace has increased dramatically over the last 30 years. With the countless products now available, it is more important than ever to make certain insurance products are carefully and thoughtfully purchased as part of an individualized financial plan. If someone is trying to sell you a product without

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Speculating vs. Investing: How to tell the difference?

As we look back, 2022 provided an important reminder that financial markets are largely unpredictable and staying disciplined under stressful market conditions is what makes us successful investors over the long term. I am currently about 3/4 of the way through reading the Intelligent Investor by Benjamin Graham again. This is the book that has

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