You’ve probably noticed: estate planning is having a moment. Every time I meet with a client lately, the conversation seems to gravitate toward questions about exemptions, taxes, and “what if”…
One of the fastest ways otherwise-thoughtful investors derail their long-term plans is by letting a single stock—or a tight cluster of related names—dominate their portfolio. Holding a big winner feels…
Patience, discipline, and a long-term perspective are fundamental to successful investing—a philosophy Warren Buffett has embodied throughout his five-decade tenure at Berkshire Hathaway. His recent retirement highlights the enduring relevance…
Benjamin Franklin once said that “an investment in knowledge pays the best interest.” As many high school seniors prepare to make their final college decisions, families face one of the…
In April 2025, concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding…
Imagine going to the doctor for a check-up, but instead of a comprehensive examination, they only check your blood pressure, temperature, and heart rate. While these are important vitals, they…
The internet has made managing finances easier than ever, but it has also opened the door for increasingly sophisticated scams that can target even the most vigilant individuals. At Mendel…
https://youtu.be/5--J01pburATrade headlines continue to weigh on markets as new tariffs go into effect. President Trump recently confirmed tariffs on Canada, Mexico and China, dashing hopes of more extensions or last-minute…
Navigating the world of retirement planning can be complex, and one question we frequently encounter is whether you can make a deductible IRA contribution. At Mendel Money Management, we believe…
Investors have faced several market concerns early in the year around tech stocks, interest rates, and government policy. Among these factors, it’s no surprise that trade policy has emerged as particularly significant for markets.
