The world of finance and investing continues to get more complex and confusing with each passing day. We are overwhelmed with information from a wide range of sources. “What am I to believe? What’s important? What does it mean? How does it apply to me and my situation?” And the stakes have never been higher for the ten thousand baby boomers that are retiring each day.

I’ve had an up-close seat in the world of finance since the mid-1990s. I’ve witnessed in real time the internet stock melt-up, tech crash, real estate bubble and bust, global financial crisis, Fed-induced bull market, coronavirus crash, and the worst inflation in four decades. And I’m sure the future has more in store for us. Understanding and navigating these precarious waters is essential to ensuring the financial stability needed to fund an enjoyable lifestyle.

I’m here to help. I have an uncommon ability to take complicated financial concepts and boil them down to bite-sized entertaining and actionable insights that are easily understood. This blog is my gift to those that seek to understand money, investing, and retirement in a rapidly changing world.

Enjoy.

Gregg M. Indovina
Chief Investment Officer