Blog
What’s on our mind? Read about it here in our blog. Check in regularly for timely content and information related to the financial world. Have a burning question or blog topic suggestion? Let us know! We’re glad to have you reading along.
Budget Bill Next “Headline Risk” for Stocks
The expression, "It's a headline risk for the markets" simply refers to the fact that an unsettling news event - unexpected or anticipated - can add volatility to the financial markets. Be prepared as Congress works to pass a new budget.
Read MoreWasn't There Supposed to be a Recession?
"Recession" sure seemed to be the buzz word coming in to 2023 but here we are close to September and so far, no recession. It actually appears that the economy is slipping into an expansion instead. Read on for more details.
Read MoreWhy the Drop in Inflation Was Such a Big Deal
Core CPI, which excludes volatile food and energy prices, rose just 0.16 percent for the month of June, the lowest reading in more than two years and a significant downside break. Read on to see a few of the reasons this is important.
Read MoreWall Street Focuses on Debt Ceiling
"Wall Street climbs a wall of worry" is a saying for a reason. It seems investors have shifted their focus from inflation to Washington's budget negotiations and how the debt ceiling will be resolved. Read on to learn more.
Read MoreConsidering the SVB Collapse
Many investors are tempted to react in the wake of the Silicon Valley Bank and Signature Bank's financial troubles. Keep in mind that we crafted your investment strategy thoughtfully for you regardless of what the markets do daily.
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Outlook 2023: CEOs Are Cautious
It seems that, like so many of us, America's corporate leaders are preparing for the worst but hoping for the best when it comes to making decisions that impact the bottom line.
Read MoreNew Retirement Contribution Limits for 2023
The IRS has released new retirement contribution limits for 2023. After months of high inflation and financial uncertainly in 2022, some of these cost-of-living-based adjustments have reached near-record level. Read on for the highlights.
Read MorePutting Interest Rates Into Perspective
Rising interest rates seem to be a hot topic and it's certainly obvious why. Keep in mind that short-term economic uncertainty is worth long-term price stability and that's the Fed's ultimate goal.
Read MoreHave a Hopeful Halloween
Everywhere you turn, there's another story about inflation. Despite the fact that inflation has hit our favorite Halloween confections as well, it seems that consumers are still feeling optimistic. Read on to learn more.
Read MoreRecession or Growth Scare? Your Guide
There is a lot of chatter about whether or not we consider our economy to be in a recession. Either way, it's not unprecedented. It's a good time to stay focused on your long term financial goals and not worry about what you can't change.
Read MoreThree Ways the Inflation Act Could Impact You
Curious about the Inflation Reduction Act that was recently signed? A $430 billion dollar package is obviously more complex than a simple blog can explain but read on to learn more about a few key areas that may benefit you.
Read MoreRemainder of 2022
Now that we're over halfway through 2022, it's a great time to consider what the rest of this year may hold. Whether you're contemplating vacation plans or other large expenditures, we're here to help you navigate these tricky decisions.
Read More3 Shrewd Maneuvers in a Down Market
It just might be time to switch from defense to offense even with the continued market downturn. Read on to learn about 3 maneuvers you may want to consider while we wait out this bearish market season.
Read MoreSummertime Checkup
Summer is officially here! While it's certainly a great time for beach vacations and fun with family and friends, it's also the perfect time for a mid-year reflection regarding your financial goals. Take a look at this summer checklist!
Read MoreDon't go it alone.
Do today's markets have you feeling uncertain? We are certainly living through unusual times but we are are here to help keep things in perspective.
Read MoreBreaking Down the Great Resignation
Considering a career change or even contemplating changing your retirement plans? You're not alone. Read on to learn more and let us know if you'd like to discuss your options.
Read MoreInflation Creeping into Personal Finances
Inflation and interest rates...topics on everyone's minds recently. Read on to learn more about what's going on and keep in mind that your overall strategy considers that there will be transition periods in the economy.
Read MoreWhat's This Talk About a Recession?
The word recession is a scary one and it's been hitting headlines more often recently. Is it cause for alarm or just click-bait? What does it mean for your investment strategy?
Read MoreEverything's Better With Bacon
Talking about bacon is always fun...it can even illustrate a topic that has been in the financial media a lot lately- inflation. Read more about the hot topic and how it impacts your savings and plans for the future.
Read MoreAre Volatile Stock Markets Good for Investors?
Take a deep breath. Historically, the stock market has taken geopolitical events in stride. Check out this cliff notes history of stock market downturns as well as the potential opportunities in front of us.
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