By Matthew Gaude & Shawn McGuire In January, we received several inflation reports that indicated inflation is not coming down as fast as
Stocks Rebound and Post Best Return Since 2021
By Matthew Gaude & Shawn McGuire Markets staged an impressive reversal in the fourth quarter thanks to a surprise bullish pivot by the Federal
December Interest Rate Update
By Matthew Gaude & Shawn McGuire As the bond markets entered November, we have seen an extraordinary decline in interest rates, over 100 basis
Ready to Retire in 2025? Your 14-Step Countdown Checklist for a Smooth Transition
By Shawn McGuire & Matthew Gaude Are you gearing up for retirement? It’s the homestretch—when the kids have flown the coop, your mortgage is
Celebrating Our Blessings This Thanksgiving
By Matthew Gaude & Shawn McGuire As crazy as it is to believe, Thanksgiving is right around the corner. As the year begins to wind down, we at
Interest Rate Update
By Shawn McGuire & Matthew Gaude This is the headline from CNBC on November 1st, after the Federal Reserve meeting. Following their