Jeff shares perspective on recent events shaping the economic landscape and underscores the role of proactive planning as a stabilizing force through financial cycles.

A look back at 2024 and a hopeful outlook on 2025, including reflections on market resilience, changes to the tax code, and B&H’s ongoing focus on Biblically Responsible Investing.

A follow-up to earlier November commentary, Jeff breaks down market reactions to consumer data and provides guidance on navigating uncertainty with discipline and clarity.

In this edition, Jeff recaps recent economic shifts and outlines how inflation, interest rates, and earnings expectations are shaping market performance and investor strategy.

A 2024 update on interest rate policy, economic trends, and how B&H continues to serve clients through an unpredictable investment landscape.

This issue highlights shifts in inflation and interest rates while encouraging readers to stay grounded in their long-term financial plan amid evolving headlines.

An early 2021 market update exploring post-pandemic recovery, tax policy changes under the new administration, and the role of optimism in long-term planning.

Centered around the 2020 election, Jeff evaluates the historical relationship between politics and markets, offering data-driven reassurance for investors facing uncertainty.

Amid pandemic uncertainty, Jeff focuses on the importance of long-term thinking, balanced portfolios, and filtering out the noise to make sound financial decisions.

Jeff discusses economic resilience, interest rate expectations, and managing personal finance amid mixed signals from the markets and central banks.

This issue challenges traditional retirement planning by exploring how following someone else's roadmap can leave you unfulfilled. It emphasizes the need for a balanced approach to both finances and personal well-being.

A personal reflection on market shifts in early 2019, how to navigate uncertainty with clarity, and the importance of financial wellness.

Looks at why "failing" at retirement is often a positive, examining why many choose to return to work and how modern retirement is evolving. Includes cybersecurity tips for retirees.

Jeff reflects on the importance of faith and family while acknowledging the distractions that keep us from focusing on what truly matters. He shares a personal moment of clarity that led to re-centering his priorities.

Identifies seven key reasons retirees become unhappy and offers practical advice on how to steer clear of common emotional and social pitfalls in retirement.

Jeff discusses volatility returning to the markets, the importance of sticking to a long-term strategy, and the value of purpose-driven investing.

Thoughts on the historic tax reform passed at the end of 2017, its anticipated long-term impact, and why maintaining perspective is key amidst political and financial noise.

Jeff reflects on a strong market year, end-of-year tax planning, and the importance of keeping investment emotions in check during volatile political and economic climates.

Encourages readers to assess whether they’re mentally, socially, and emotionally ready for retirement, not just financially. Offers insights on preparing for the emotional transition.

Jeff covers the strength of the bull market amid growing concerns, discusses tax reform uncertainty, and shares personal updates, including family celebrations and local community pride.

Jeff examines geopolitical tensions, market volatility, and global growth while reinforcing the value of staying invested and aligned with personal financial goals.

Highlights the emotional struggles retirees may face when leaving behind a long career, and how to replace the sense of purpose work provided.

Jeff introduces a new style of communication, offering a more personal and strategic outlook on market conditions. He discusses the challenges of late-cycle investing and the need for adaptive strategies.

Explores the personal narrative we create about retirement and how shaping that story can influence the fulfillment we experience in post-career life.

A look at the early months of the Trump presidency, failed healthcare reform efforts, and investor reactions to political gridlock. Jeff emphasizes staying focused on fundamentals over headlines for long-term success.

A year-end reflection on market volatility, the surprising impact of the 2016 election, and a “skeptically optimistic” outlook for 2017. Jeff discusses key investment themes, interest rate trends, and portfolio strategy updates.