3 Things 3-09-26
Thing One The $2.7 Million Opportunity Most Parents Might Miss (More On The Trump Accounts) ( The following is a synopsis of insights shared in article summarized by financial advisor Fran Walsh, CFA, co-founder of Opulus LLC) Parents are always looking for ways to give their kids a financial head start. According to financial advisor Fran Walsh, one new savings vehicle could potentially grow into millions for children who start early. Walsh recently highlighted the p
3 Things 3-2-26
Thing One Play The Long Game In early 2009, the world felt like it was coming apart. The financial crisis was in full swing, major banks had failed, unemployment was rising, and fear dominated every headline. The S&P 500 had fallen nearly 50% from its highs. It didn’t feel like an opportunity. It felt like the end. But history tells a different story. If you had invested $1,000 into a simple S&P 500 index fund at the market lows in 2009 and done nothing but reinvest the div
3 Things 2-23-26
Thing One All Debt Must Be Repaid Ten years ago, a good friend wrote about an article he'd read about debt. Below is a rewrite with updated stats. It's defintiely worth a read... The article "Managing Debt in an Overleveraged World" by Michael Spence warned that global debt had surged by roughly $60 trillion since the financial crisis — a 75% jump relative to global GDP. At the time, that number felt staggering. The world had failed to deleverage after 2008 and instea