A Historic Election Removes Some Uncertainty October Recap and November Outlook An election season...
Financial Planning
Stay on top of all the latest trends in personal finance and how they affect your financial plan.
October Market Commentary A Volatile Start to the End of the Year?
A Volatile Start to the End of the Year? September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed higher than last month, at 16.73, up from 15.00....
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Estate Planning Essentials: The importance of estate planning for a smooth transition and legacy preservation.
Have you ever wondered about the fate of your assets and loved ones after you're no longer here to guide them? What happens to your family, your hard-earned property, your finances, and the enduring legacy you've built over the years? In the face of your absence,...
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...
March Market Commentary Perspective on the Economy: Telescope, Microscope, or Kaleidoscope?
February Recap and March Outlook Depending on your focus, the story the recent economic data is telling may be different. But one point of view has been remarkably consistent this year: the market does not seem to care about any of it. February saw the S&P 500’s...
How Much Do You Need To Retire?
Retirement is an exciting chapter in life but challenging financially. It’s that point where you’re not working or actively involved in income-generating activities, yet, you spend lots of money paying your bills, going on holidays or engaging in your favorite...
February Market Commentary Will A Booming Economy Stay Powell’s Hand?
January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged meaning this year, as the stock market as measured by the S&P came in strongly positive. But the path to getting there included dashed...
How To Retire Early: A Step-By-Step Guide
For those of us in our working years, a common daydream is that nebulous date when we might retire and spend all of our time exactly how we want to. Suppose you want retirement to be a reality for you sooner rather than later. In that case, you will have to take some...
January Market Commentary Is Rate Relief In Sight?
January Market Commentary Is Rate Relief In Sight? December Recap and January Outlook The drama around the timing of the Federal Reserve’s first cuts to the key short-term interest rate continued in last few weeks of the old year and into the first week of the new...
7 Retirement Planning Myths: Separating Fact from Fiction for a Comfortable Retirement
As you are looking toward the road ahead, you may quickly find that planning for retirement is among the top assets to plan for to secure a future without having to work forever. There are several myths surrounding retirement planning. Here are seven of those top...
Financial Review: Steps to Assess Your Financial Progress and Set Goals for the Upcoming Year
As 2023 draws to a close, it is time to prepare for 2024. Part of that preparation means assessing your financial progress and setting new goals. Whether setting goals to be completed by the end of the next year or setting up more long-term goals, it is crucial to...
December Market Commentary: Rates: Lower and Sooner?
November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold everyone’s attention – again – here we are waiting for the outcome of the last FOMC meeting of the year. A few weeks ago, with the narrative of rates being...