With Patrick Huang – Director of Investments + Wealth Management for Source Financial Advisors and Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

...
Read More

July 29, 2022 | Yet another sign of the housing market slowing: Boise, one of America’s Hottest “Zoomtowns” is seeing its housing market stop. “61% of listings had a price cut in June.” – WSJ. Changes like these reinforce the notion the housing market has already flipped.

...
Read More

Patrick Huang, Director of Investments + Wealth Management for Source Financial Advisors highlights the current financial market volatility and where opportunity might lie in bolstering client investment portfolios.

...
Read More

Spending and the Pandemic: Over the past 75 years, American consumer spending has had a clear, distinct trend line: There has been a lot more spending on services and a lot less spending on goods. You might say we as a country have been putting more money toward experiences than things. This trend has been so pronounced, in fact, that by the end of 2019, $0.70 of every dollar spent was going towards services, leaving just $0.30 for goods.

...
Read More