Back in April of 2023, I had the opportunity to speak to a local group of Orlando business owners and retirees with John Kennedy. We were initially asked in January to talk a bit about our company and some timely topics, and by the time April rolled around, the financial markets were in disarray giving us much to discuss. Signature Bank and Silicon Valley Bank were failing, Credit Suisse looked suspect, and First Republic Bank was teetering on the edge of insolvency as well. A few short months later, all four institutions had failed or were neatly tucked into other banks before they could fail. A crisis was averted as this did not spread to the economy as a whole and while we did explain what happened to these banks, we also spent an equal amount of time explaining why these events were not to be feared. Rather, these events can often present different buying opportunities for long term investors, and 2023 ultimately proved us right.

As we usher in a new year, it's that time again – the season of resolutions and fresh starts. Among the top contenders for our resolutions list, financial goals often claim the top spot. After all, what better time to assess, plan, and set the course for your financial future than the beginning of a new year? In this blog post, we'll explore some key considerations and insights to guide you in setting meaningful financial goals for 2024.

Now that we have passed the 30-day mark for the most recent Israeli-Hamas conflict, I wanted to take the opportunity to see how the market performed in the immediate aftermath. 

The world can be a scary place. On a weekend that the largest news story should have been “Who will be the next Speaker of the House?”, a geopolitical event in Israel took the front page news.

Two of the most dangerous parts of flight are the takeoff and initial climb period as well as the approach and landing portion. In these periods of flight there are a variety of risks such as engine failures, bird strikes, weather related issues, and much more. Similarly, the economy is often most vulnerable to issues coming out of a recession and when it’s trying to avoid it.