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Market Commentary July 11, 2022
July 11, 2022Our Mission Is To Create And Preserve Client Wealth Rising inflation is a bit like a child throwing a temper tantrum in the grocery store.The red-faced parent, in this case the U.S. Federal Reserve (Fed), tries to calm the child. Sometimes, it...
Market Commentary June 20, 2022
June 20, 2022Our Mission Is To Create And Preserve Client Wealth The fight against inflation intensified.Last week, the Federal Reserve (Fed) delivered a message that it is serious about fighting inflation. The Federal Open Market Committee (FOMC) lifted...
Market Commentary June 6, 2022
June 6, 2022Our Mission Is To Create And Preserve Client Wealth How strong is the United States economy?That’s the question investors were mulling after last week’s jobs report.More jobs were created in May than economists expected, and the labor force...
Market Commentary May 9, 2022
May 9, 2022Our Mission Is To Create And Preserve Client Wealth There is a lot of uncertainty in financial markets – and markets hate uncertainty. In recent weeks, economic and financial market data have been telling different stories – and that makes it...
Weekly Market Commentary
March 7, 2022Our Mission Is To Create And Preserve Client Wealth The world is adapting to a changing reality. As the war in Ukraine intensified last week, financial markets grappled with uncertainty. “After watching financial markets gyrate from hour to...
Weekly Market Commentary
February 22, 2022Our Mission Is To Create And Preserve Client Wealth Investors’ appetite for risk diminished as the Russian threat to Ukraine intensified. Volatility was high last week as investors guessed and second-guessed how markets would react if...
Weekly Market Commentary
January 31, 2022Our Mission Is To Create And Preserve Client Wealth Last week, the January stock market decline was interrupted by a Friday afternoon rally.“The S&P 500 rose 2.4 percent, its biggest one-day jump since June 2020, while the...
Weekly Market Commentary
January 24, 2022Our Mission Is To Create And Preserve Client Wealth When is a barometer not a barometer? It’s widely recognized that people do not make perfect financial decisions. In fact, many investors rely on mental shortcuts when asked to make complex...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > January 18, 2022Our Mission Is To Create And Preserve Client Wealth Is the economy doing well, or not?If you skimmed the headlines last...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > January 10, 2022Our Mission Is To Create And Preserve Client Wealth Here’s a little story about a group called the Fed…In the 1950’s, then...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > January 3, 2021Our Mission Is To Create And Preserve Client Wealth 2021 was a fizzing mints-in-soda kind of year.Everything seemed to shoot...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > December 27, 2021Our Mission Is To Create And Preserve Client Wealth Investors were feeling bullish.Last week, the Standard & Poor’s 500...
Weekly Market Commentary
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > December 13, 2021Our Mission Is To Create And Preserve Client Wealth Inflation met expectations.When the Bureau of Labor Statistics released...
Questions To Ask A Financial Advisor
The recent volatility in the stock market has again become a wake up call to many investors.
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Advised Brokerage Accounts Are Better Diversified, Reports Schwab
The report highlights the benefits of working with an advisor. In general, participants who had professional help were more diversified across all of their holdings
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Where is Your Best Place to Retire?
The best place to retire in the United States is in dispute. There’s no formal debate, but a review of reliable publications showed surveys have named different states and cities as the “best” place to retire.
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Documenting Your Possessions in Case of Disaster
It’s better to protect yourself now and document your possessions rather than trying to do it after something has happened. A home inventory will give you an accurate recording of your assets for insurance purposes and give you a better idea of how much homeowner’s insurance you need to ensure proper coverage.
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Unused Vacation Days Can Be Costly
Would you give up a share of $62 billion? If your answer is no, then you may be a member of the relatively small group of Americans (36 percent) that takes all of the vacation days available to them each year.
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Red Flags for Tax Auditors
No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention.
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Six Steps To Financial Independence For Women
Financial independence: Whether you enjoy it or dream about it, it’s a common term that you’ve probably seen in magazine ads, TV commercials and billboards. But what really does financial independence mean, exactly?
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Understanding Credit Reporting
To qualify for the best loans at the lowest rates, borrowers must qualify financially and are scored by lenders using a computerized model for evaluating credit risk, developed by Fair, Isaac, and Company, known as the FICO score. Learn more
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Organizing Your Financial Records and Emergency Forms
Would someone be able to find your important papers during a crisis if you became ill, injured, or incapacitated? It’s a good idea to make sure a trusted family member or friend knows where to find your personal documents.
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5 Benefits of Working in Retirement
In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting.
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The Drawback Of Target Date Mutual Funds
If the majority of fund management won’t even invest in their own target-date retirement funds….why should you?
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Just How Safe Is An Insurance Company, Really?
When you think about the car you drive, the house you live in, the health plan you use and the life insurance policy you have, it’s not a stretch to say insurance is an intrinsic part of our daily lives.
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Credit Freeze - You should consider it!
It’s been over a year since Equifax, one of the three largest credit reporting agencies in the U.S., revealed they’d been hacked.
What did you do to protect your data?.
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Should Parents Pay for College Tuition?
It’s a pricey question.
College Board estimated the average cost for full-time, in-state students who live on campus at four-year public colleges or universities during the 2017-18 school year is $25,290.
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Just Say NO to Pie Charts!!
Pie charts look nice coming out of a color printer, but they can’t help manage investment risk
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An Investment Advisor’s Blueprint To Making Solid Financial Decisions
A common mistake people make is to give up what they want most for what they only want right now. Pick which goals in your life are most important to you, and make achieving those goals your utmost priority. Then…
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Enjoy Life. Hire Someone To Watch Your 401K
Have you ever thought you’d be happier if you could just pay someone else to do watch your company 401K retirement plan account?
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The 7 Rules of Investing
From 1977 through 1990, Lynch ran one of the most successful mutual funds ever, posting an average annual return of 29%.
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Considering A 401K Rollover?
What to do with an old 401K?
One great thing about a 401K retirement savings plan is that your assets are often portable when you leave a job.
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Have You Checked Out Our Retirement Planning Library?
While retirement planning can seem intimidating, it’s never too early or too late to start preparing for the future.
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Common Financial Terms
We have compiled a list of important financial terms. If you don’t speak personal finance, don’t worry—we’re here to help.
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Happy July 4th!
This July 4, I hope we all can take a moment to reflect on the meaning of the Declaration of Independence. It goes beyond politics and partisanship. It’s more than a historical artifact. It’s the foundation upon which our nation rests.
How financial advisors provide value to those saving for retirement
What if I said that people who try to invest for retirement on their own have almost 50% less in their accounts than those who use an experienced financial advisor? Would you be surprised? The proof is in the numbers.
One of the Most Important Things We Do for You
Over the past several months, you’ve most likely heard or seen some combination of the following predictions: If someone was forced to do nothing but read headlines and predictions, they would probably get whiplash. That’s because there’s always so much...
Three financial principles our fathers taught us
It’s June, and that means Father’s Day! As you know, Father’s Day is a chance to tell our dads how much we love and appreciate them. A chance to say “thanks” for providing for us, protecting us, and teaching us – this last above all. The older I get, the...
Red Flags for Tax Auditors
No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention. Ever wonder why some tax returns are...
Don’t Forget To Include Your Pets In Your Home Evacuation Plan
Many homeowners will form evacuation plans for their homes and practice them with family members, but most have failed to include their pets. An evacuation plan is a necessity for every home, especially if you live in an area where fires, and other...
Memorial Day – 75th D-Day Anniversary
Normandy. D-Day. Operation Overlord. The events of June 6, 1944 are known by many names, and have been commemorated in countless books, dramas, and documentaries. You’ve seen the pictures of GIs wading through rough, freezing water onto a murderous,...
Examining the cause and effect of the new tariffs between the U.S. and China
After months of relative quiet, the trade war between the U.S. and China has erupted again in a big way. The markets are the most immediate casualty, with the Dow plunging over 600 points on Monday alone.1 In all likelihood, you’re probably more focused on things like...
Have you been watching the markets lately?
Bear Or Bull Market...Which Is It? “We are now in a bear market – here’s what that means.” – CNBC headline on December 24, 20181 “The stock market rally to start 2019 is one for the history books.” – CNBC headline on February 22, 20192 If you’re like most...
SEC warns investors not to base stock decisions on social sentiment
Social media posts can have hidden agendas, regulators said.The Securities and Exchange Commission and the Financial Industry Regulatory Authority Inc. are warning investors about using social media data to make investment decisions.In recent years,...
The USA’s GDP vs China and the World
Open any newspaper or tune in to your favorite news channel and you will find much talk about how China is taking over the world’s economy. They have made incredible strides in building infrastructure, manufacturing and their military during the past few...
What Makes Your Mom So Special?
When you think “Mom,” it’s likely your brain conjures up a scent or a story or a song that feels like home. Here are a few inspiring and heartfelt words that have been written about the value and importance of mothers:“A mother enables you to realize that...
Understanding Credit Reporting
Historically low interest rates present a welcome opportunity for many homeowners to improve their financial situation by refinancing their mortgage. But, like everything else in the world of finance, there are no free lunches. To take advantage of these...