The Savvy Steward

Compounding Effect 06.07.2026 4:29 ↓

Commentary on the economy, markets, and the compounding effect of good (financial) habits.

Perspective Shift 27.03.2026 4:59 ↓

Commentary on the economy, markets, and perspective-shift.

Cautious Optimism 24.10.2025 5:29 ↓

Commentary on the economy, markets, and tech-driven transformations.

A Focus on Planning 08.08.2025 4:59 ↓

Commentary on the economy, markets, and personal finance -- and a few notes on some of our team's planning services.

March Madness 06.03.2025 6:40 ↓

Commentary on the economy, markets, and personal finance -- and my March Madness pick that may age poorly.

Post-Election 22.11.2024 5:29 ↓

Commentary on what matters most when it comes to personal financial decision-making (note: it isn't politics).

Returning Renewed 26.09.2024 4:39 ↓

Observations on the economy and markets, then some commentary on personal finance and Par-3 golf.

An Historical Viewpoint 11.03.2024 5:29 ↓

Observations on the economy and markets, then some commentary on interest rate history, what has generally happened when the Fed has cut rates, and some notes on personal finance.

Realignment 26.10.2023 5:39 ↓

Observations on the economy and markets, then some notes on what the current backdrop means for personal finance.

The Last Internet Bank of the Galaxy 26.06.2023 5:37 ↓

Observations on the economy and markets, then some further discussion about cash and cash equivalents.

Cash & Cash Equivalents 09.05.2023 6:20 ↓

Observations on the economy and markets, then some thoughts on cash and cash equivalents (note: there are no easy layups).

It's Bonus Time 23.01.2023 8:01 ↓

Highlighting two opportunities for investors as we start a new year; then, some commentary on the economy and markets.

Short Term Pain, Long Term Gain 19.10.2022 6:07 ↓

Addressing the focus on inflation and what that has meant for the markets before drawing out some important points for investors.

Important Reminders in the Midst of Change 30.08.2022 5:27 ↓

Addressing the rapidly-changing economic and market backdrop before sharing some important reminders -- and action items.

In Case of a Bear Market 26.05.2022 6:48 ↓

Observations on the economy and markets, then a short, non-exhaustive list of (financial-related) things you can do during a bear market.

Control the Controllables 29.04.2022 6:38 ↓

Observations on the economy and markets, then notes on how to "control the controllables".

Listener Mailbag 29.12.2021 9:20 ↓

Addressing questions presented to us pertaining to the economy and market; a first attempt at a mail-bag episode, if you will.

Open Enrollment 23.09.2021 9:20 ↓

Observations on the economy and markets and some benefits to consider when it's time for open enrollment.

Staying Centered 22.07.2021 6:08 ↓

Observations on the economy and market with commentary how a better approach to defending penalty-kicks in soccer can apply to strategic, fundamental investing.

Exuberance & Risk 27.05.2021 7:23 ↓

Observations on the economy and market with commentary on the exuberance around meme stocks, cryptocurrencies, and NFTs -- and certain risks.

Mortgages & HELOCs 10.03.2021 7:28 ↓

Observations on the economy and market with commentary on topics related to home-buying: mortgages and HELOCs.

Education Savings 01.01.2021 6:58 ↓

The start to a new year -- and a second season.  We will continue to deliver economic and market commentary but will be exploring new topics, starting with education savings.

Action Items 01.12.2020 6:00 ↓

Commentary on the economy and markets.  And, a bit of a recap of the topics covered in to-date some action items for the year ahead.

Insurance and Estate Planning 01.09.2020 5:57 ↓

Commentary on the economy, markets, and a few notes on insurance and estate planning – rounding out what we would consider to be priorities when it comes to your financial wellbeing.

Tax-Efficiency 01.07.2020 5:59 ↓

Commentary on the economy, markets, and a few notes on tax-efficiency – even more relevant, perhaps, given the late tax filing deadline this year.