Latest Blog Posts


HomeFundMe: Fund Your Way Home

Did you know saving for a down payment is one of the biggest challenges renters face?  According to Zillow, nearly 70% of renters report saving for a down payment as the biggest obstacle to homeownership.  If you are interested in owning a home, but unable to save a down payment, Read More

Bonds: Common but Confusing Asset Class

What would you guess is the hardest investment class for most people to understand? You might think it’s stocks, or a subclass of stocks like those of companies in emerging markets. Or how about real estate investment trusts (REITS) that hold various types of investment real estate. Maybe it’s commodities Read More

Market Recap: Construction Spending Unchanged, Mortgage Apps Up, ADP Employment Numbers Positive

Mortgage rates started to trend upward after a few weeks of holding steady.  This month, US construction spending remained unchanged and private-sector jobs grew less than anticipated.  New purchase mortgage applications rebounded after last week’s declines, and refinance applications decreased slightly. US construction spending from April to May was unchanged Read More

Bad World News, Good Market News

Most clients I have met with recently show surprise when I tell them the first half of the year was a good one for investors. As one client said, “How is that possible with all the problems in the world?” She ticked off the unrest in the Middle East, ISIS, Read More