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Set of keys beside miniature house
John Williams | Mar 12, 2024

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Couple walking in a field with the ocean in the background
John Williams | Mar 5, 2024

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Man reading newspaper next to laptop and phone
John Williams | Feb 27, 2024

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Person holding jar of coins with a 'savings' label
John Williams | Feb 20, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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John Williams | Feb 16, 2024

Riding the rollercoaster

Inflation
Investments
Economy
Interest
The rollercoaster of investor psychology can take over and push markets in directions that don’t always jibe with the underlying financial and economic
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A brain surrounded by circles representing brain waves
John Williams | Feb 13, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Image of an American flag, with a person looking out of them similar to window blinds.
John Williams | Feb 6, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
John Williams | Jan 30, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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John Williams | Jan 29, 2024

Is inflation rising again?

Inflation
Economy
Investments
Interest
As we kick off 2024, the latest data is raising some concerns about inflation. Let’s dive into some data and take a look.
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John Williams | Nov 2, 2023

How does the economy look to you?

Investments
Interest
Inflation
Economy
Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
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John Williams | Oct 4, 2023

Market Drop

Inflation
Investments
Interest
Economy
What's going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let's discuss.
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John Williams | Aug 25, 2023

How High Will Interest Rates Go?

Interest
Inflation
Investments
How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? Let’s discuss.
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