Seasons of Investing

Seasons of Investing

There’s no doubt about it; fall is here. A quick look skyward at the colorful leaves confirms it. Just as seasons turn with the weather, there are seasons of investing and seasons of the economy. Because of this, the question that the Advisors of Osiwala...
Preparing for the Unexpected in Retirement

Preparing for the Unexpected in Retirement

Preparing for the Unexpected in Retirement What do the $3.5 trillion budget plan, pandemic, unemployment issues, and life expectancy all have in common? There is a great deal of uncertainty across the board. In the quest for financial clarity and confidence, there’s...
Planning for Uncertainty in Retirement

Planning for Uncertainty in Retirement

Did you know that you can create your future by the decisions that you make today? Over the last few decades in the financial services industry, I have helped develop futures for many people guiding them through the decisions and actions with the end goal of making my...
Understanding US and Consumer Debt

Understanding US and Consumer Debt

Understanding US and Consumer Debt After the market experienced a negative month in September for the first time since January, Dean Barber Bud Kasper and Ken Osiwala suggest that the spookiness of October includes a lot of market volatility. Original Airdate 10-10-21...