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Financial Planning
Stay on top of all the latest trends in personal finance and how they affect your financial plan.
September Market Commentary – A Raft of Reassuring Data – or Not?
August Recap and September Outlook For most of the summer, increasingly positive data releases fed into the market’s upbeat view of the economy. This seemed to contradict the consistent messaging from the Federal Reserve that it isn’t done raising rates and inflation...
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Adding a Financial Wellness Program for Your Employees
You're probably already aware that financially secure employees are happier, healthier, and more productive. But what you might not know is that employee well-being is also good for your bottom line. Studies have shown that workers who feel financially secure are less...
Taking Advantage of Employer-Sponsored Retirement Plans
Employer-sponsored qualified retirement plans such as 401(k), 457(b), and 403(b)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you're not participating in it, you should be. Once you're participating in a...
Cutting Through The Noise: Explaining the Debt Ceiling & Deficit Spending
Cutting Through The Noise: Explaining the Debt Ceiling & Deficit Spending The U.S. government hitting the debt ceiling severely affects the country's financial stability. If the government cannot borrow more money to pay off its debts, it could result in...
May Market Commentary – The End of a Fed Cycle?
The End of a Fed Cycle? April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that some additional policy firming may be...
Getting to Know Cryptocurrency
Cryptocurrency is a digital or virtual currency that uses cryptography for security. It operates on a decentralized network, meaning that it's not controlled by a central authority like a government or a bank. Instead, transactions are recorded on a public ledger...
April Market Commentary – All’s Well That Ends Well? Not So Fast…
March recap and April Outlook Equity markets, using the S&P 500 index return as a proxy, at first glance appear to have shrugged off the mid-month drama of multiple domestic, regional bank failures and the forced sale of a massive Swiss bank. Attention was...
Financial Literacy Month: Common Sense Money Rules to Up Your Financial Management
Financial Literacy Month: Common Sense Money Rules to Up Your Financial Management Financial literacy month is a time when we remind ourselves to learn as much about keeping money as we do making it. April is Financial Literacy month in the US, so designated by a US...
Inflation, Interest Rates, and Your Money
Over the last several months, we've all seen the price of goods and services increase at a dramatic rate. That has a direct impact on our spending and savings goals when every trip to the grocery store or gas station is significantly more expensive, even over a short...
The Top 12 Credit Card Mistakes People Make
The Top 12 Credit Card Mistakes People It’s all too easy to make financial mistakes when you have your first credit card. If you don’t know how to preserve your financial standing and your credit score, it can be easy to fall into trouble. Millions of people every...
