by Jay Chapman | Dec 19, 2022 | The Ship's Wheel
We hope you had a happy Thanksgiving full of friends, family, and fun. The stock market is down so far in 2022, so many people are assessing their portfolios. A good way to do this is through the Gilligan’s Island test, named after the 1960s TV show where a...
by Jay Chapman | Dec 13, 2022 | The Ship's Wheel
A prospective client called the other day, concerned about the lack of attention from her current Financial Advisor. I asked her a few questions and realized why this was happening. It made me think that her situation was no different than many of yours. Her...
by Jay Chapman | Dec 9, 2022 | The Ship's Wheel
Jay and I have reviewed the Inflation Reduction Act. So, how might the Inflation Reduction Act affect you? Most likely, not much. There have been some scary headlines about thousands of new IRS agents being hired. I am not a fan of the IRS, but I am a fan of my...
