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Financial Planning

Stay on top of all the latest trends in personal finance and how they affect your financial plan.

Investing at Every Age

Investing at Every Age

How to Invest at Every Age Investing is often seen as a tool reserved for the financially savvy or the wealthy elite. However, the truth is that investing is a crucial aspect of personal finance that everyone should engage in, regardless of age or financial status. In...

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September Market Commentary The Finish Line or the Starting Gate?

September Market Commentary The Finish Line or the Starting Gate?

The Finish Line or the Starting Gate?   August Recap and September Outlook As summer ends and September continues, attention is focused on the long-anticipated change in the Fed’s monetary policy, from holding rates steady to returning rates to lower levels. July and...

August Market Commentary  Too Late, Again?

August Market Commentary Too Late, Again?

August Market Commentary Too Late, Again? July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and safely guiding the economy to a place where inflation is coming down and growth is holding off...

3 Retirement Planning Tips for a Secure Future

3 Retirement Planning Tips for a Secure Future

Retirement planning is a crucial (and unavoidable) process that will require you to spend some time analyzing your financial scenario, calculating your anticipated retirement savings needs, and your current savings efforts. The earlier you can start this analysis, the...

July Market Commentary  A Disinflationary Trend Re-emerges

July Market Commentary A Disinflationary Trend Re-emerges

June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple rate cuts in 2024 to potentially only one rate cut later in the year. However, positive data around inflation and labor markets appears to have...

June Market Commentary  A Fragile Balance at the Mid-Point of the Year

June Market Commentary A Fragile Balance at the Mid-Point of the Year

May Recap and June Outlook May saw a return to more confidence in the economy and the markets. The Fed met early in the month, and Chairman Powell managed to curb market pessimism by stating that it was unlikely that the Fed’s next move would be a rate hike. The...

7 Retirement Terms You Need to Know

7 Retirement Terms You Need to Know

Retirement planning should start as early as now for everyone. The earlier you start locking down your future, the easier it is to plan, the earlier you will retire, and the more financially stable you will be when you stop working.  Before you start planning for your...

May Market Commentary  A New POV Takes Hold

May Market Commentary A New POV Takes Hold

April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving sticky again, which forced the market and the Fed to reassess the timing of interest rate cuts. Conflicts intensified in Ukraine and the Middle East, and in the U.S.,...

April Market Commentary: What a Long, Strange Trip It’s Been

April Market Commentary: What a Long, Strange Trip It’s Been

March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his admission that he’s been a Grateful Dead fan for 50 years. In his comments at the press conference after the March FOMC meeting, he affirmed that...

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