Jim Lorenzen, CFP®, AIF® I can speak from personal experience on this one. I’ve been a business owner for thirty-seven years, owning seven different businesses
When I grew up – I was an only child – there was my mom, my dad, and me. When I graduated from college, I
While the Fed continues to target a 2.0% inflation rate, headwinds in the form of inflation pressures from worker shortages, tariffs, and foreign conflicts are coming at a time as America approaches a historic demographic milestone – a record number of individuals turning 65 this year.
Back in the 1990s, taxes and fiduciary standards weren’t talked about. The financial headlines were dominated by star fund managers and double-digit growth stories. Financial talk shows and glossy magazines alike obsessed over who was “beating the market.” The mantra was simple: accumulate assets. That was the measure of success.
