Category: Financial Planning

Stock Market Update, December, 2022

December 14 2022
Finally! A small rally at the end of November provides a sign of life that investors have been searching for. While we aren’t out of the woods yet, the Federal Reserve has shown signs that rates hikes are over and we can look forward to normalized interest rates as we […]...

Q3, 2022, Quarterly Market Commentary

November 8 2022
Stock Market News Economic Outlook It was a stream of bad news in Q3. The Fed continued to raise interest rates, but we didn’t see inflation halt to a stop as mortgages reached their highest point since 2008. Higher rates mean tighter budgets for businesses and we’re seeing prices continue […]...

5 Things Your Financial Advisor Isn’t Telling You

June 17 2019
The world of investment advice and financial planning is full of problems. Things like conflicts of interest, obscure disclosures and an overall lack of transparency leave consumers feeling confused and uncertain. Big name firms are allowed to act in their own best interests, with little regard for the individual accounts that […]...

Making the Most of Your Special Day

January 2 2019
Paying for a wedding can be a lot, but why not take advantage of it? Here are the three main things you should look for in a wedding credit card: sign-up bonus, introductory interest rates, and rewards types. You’ll typically get a sign-up bonus after you spend a certain amount […]...

Understanding IRAs Today

May 8 2018
Alphabet Soup Part 1 – What Accounts do I have and Why? Acronyms have become a major part of our daily lives. We’re so used to hearing abbreviated versions of long words that sometimes we forget the original meeting, or we just don’t care to learn. The financial world is […]...