Jeff Poole

Social Security and Inflation

Social Security recipients received an 8.7% increase in their benefit amounts in 2023, the largest increase since 1981. The next…

2 years ago

ESG Investing: Grow your Wealth Through Green Investments

Early Environmental Social and Governance (ESG) Investing Twenty years ago, when someone asked for my guidance on choosing an environmentally…

2 years ago

Inflation Trends 2023

A topic we have been discussing in our meetings is the concept of year-over-year inflation. Near the middle of each…

3 years ago

The Federal Reserve Raises Interest Rates to Slow Inflation

What to Expect in the Future From the Federal Reserve? The Federal Reserve met this month for their second meeting…

3 years ago

Winners Don’t Quit

“Success seems to be largely a matter of hanging on, after others let go.” - William Feather Winners don’t quit…

3 years ago

Tax Loss Harvesting Your Portfolio For The Win

No one ever sets out to invest money and have it end up as a loss, but over time, most…

4 years ago

Best Places to Retire? Retirees on the Move!

Record home sales have led to homeowners searching Zillow, trying to find the perfect place to move. For some, it’s…

4 years ago

Inside the Latest Relief Bill: The American Rescue Plan

Pandemic Relief Acts There has now been a total of 6 pandemic relief acts passed in the United States. Coronavirus…

4 years ago

If you don’t know where you’re going, you might end up somewhere else

The title of today’s blog is in thanks to the many great sayings of Yogi Berra. Major League Baseball threw…

5 years ago

Show Me The Money

Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with…

5 years ago