Phil Adra

Stocks and bond yields had a knee-jerk rise after the election, generally followed by some moderation despite some of the results remaining unclear.

Moving abroad as a U.S. citizen offers exciting opportunities but also comes with considerable tax and legal obligations.

Children's stories often provide powerful lessons for adult life, and The Tortoise and the Hare is a timeless example.

This week remains busy on the earnings front with additional likely volatility from the Presential election and the Federal Reserve meeting.

Most wealth managers pride themselves on deep personal relationships with clients and their family’s. As the stock market climbs a proverbial “Wall of Worry,” Election 2024 is putting their steady-handed stewardship to the test.

Despite the decline in Berkshire Hathaway’s earnings, there were some positive developments. Warren Buffett sold more Apple, sending its cash hoard above $320 billion.