View All Articles Are financial plans cash flow based or goal based? December 3, 2019 Wealth Management Our financial plans are typically goal-based, but we offer cash-flow based planning as well, depending on the situation. related articles Inflation and Investing Going Into Q4 2022 2022 US stock and bond market review including inflation analysis. Are we in a recession? When will the stock market capitulate? Read More 2021 in Review 2021 of the US stock market, high growth tech stocks, metaverse stocks, inflation, interest rates and real estate. Read More Should You Be Concerned About Inflation? If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. Read More Subscribe to our financial insights