If you’re a Gen-Xer like me, you probably have put more than a few quarters in pinball machines in your time.   Something about that was just a lot of fun.  Now, imagine yourself inside that machine, and that is what the markets have felt like so far this spring, and as we head into summer, it may not get much better. 

April demonstrated the importance of being prepared for market uncertainty. The month began with the White House’s April 2 tariff announcement on nearly all trading partners. These tariffs were far higher than investors had expected, leading to fears of rising inflation, a global economic slowdown, and a trade war. Stock markets reacted with the sharpest declines since the pandemic.

In my experience, attempts at market timing are often a futile endeavor. Long-term investment success tends to come not from predicting everything that will happen perfectly,

Warren Buffet has said that we will see who is wearing a bathing suit when the tide goes out. We have enjoyed two years of remarkable growth in the equity markets while the bond markets have languished for many years. Much as innovation is often slow to be adopted in the tech space, it is much slower in the investing space.

Start your year with purpose: A comprehensive guide to setting yourself up for financial success: When it is important – have a checklist. Would you be O.K. with a pilot taking you up in the air without a checklist?

Throughout history, widely held beliefs have been proven incorrect. In the 19th century, for example, Scurvy was believed to have been caused by bad weather, poor hygiene, and a number of other things.

While we, as business owners, tend to be very good at managing and building planning for our lives after owning the business, whether forced due to illness or injury or by choice to exit into a more restful pace of life can become an afterthought that causes us to miss out on our best