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Monday, May 13, 2024

Throughout the years, the market has experienced regular periods of volatility. Periodically, the Federal Open Market Committee (FOMCC) reviews its monetary policy, which creates both worry and anticipation among consumers and...

Monday, April 29, 2024

Having your children move out of the house, leaving you and your spouse with an “empty nest,” is a life-altering experience. It will likely not be a quick adjustment, but preparing yourself mentally, emotionally, and even financially...

Friday, April 5, 2024

Tax season always has a way of sneaking up on us. A quote by American writer Rita Mae Brown that could have easily been uttered by the IRS or any one of us goes, “If it weren’t for the last minute, nothing would get done.” According to...

Tuesday, April 2, 2024

Inflation impacts today’s savings rates and tomorrow’s retirement comfort Inflation, the silent force shaping our economic landscape, often creeps into our lives unnoticed until its effects become palpable. Its impact on retirement...

Friday, March 15, 2024

Approximately 60 million workers contribute to a 401(k)-retirement plan. A 401(k) is a tax-advantaged retirement savings plan companies offer employees and is funded through elective salary deferrals. There are several benefits to...

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Friday, March 8, 2024

Both trading and investing involve purchasing financial assets for the purpose of growing the value of those investments and either earning a profit through a sale, the accumulation of interest, or dividends paid out (and reinvested in...

Friday, March 1, 2024

Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit score can pave the way for greater confidence, easy loan access, and lower...

Friday, February 23, 2024

Independence is important in retirement. The more independent retirees are, the more fulfilling their retirement is likely to be. However, living independently as you age isn't always easy and may take some degree of planning well...

Thursday, January 11, 2024

If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...

Monday, January 8, 2024

Fed Chair Powell finally made his much-anticipated “pivot” at the close of the Fed’s two-day December meeting, saying he sees short-term rates heading lower next year. Perhaps much lower. Surprised but excited, the...

Thursday, January 4, 2024

Time's Person of the Year, Taylor Swift, is shaking off economic downturns and hitting high notes not just on stage but in the U.S. economy, too. The pop sensation's impressive impact extends beyond her record-breaking music, reaching...

Monday, November 13, 2023

Investors know that the stock market moves in cycles, but few are comfortable when the cycle takes stock prices lower. And since late August, the cycle has been decidedly lower. If you’re looking for reasons to worry, you...

Thursday, November 9, 2023

I've seen the "Boomerang Generation" in more than a few headlines lately. These young adults return, or "boomerang," to their parents' homes as they attempt to navigate the property market. The key culprit is mortgage rates nearing...

Tuesday, November 7, 2023

How long has it been since you’ve reviewed your Medicare policy? With open enrollment beginning soon, there are a few questions you may want to ask before you renew, add, drop, or switch coverage. Have you changed or added...

Wednesday, November 1, 2023

A lot of number crunching needs to happen before the advanced estimate for Q3 Gross Domestic Product (GDP) is released. The Atlanta Fed expects Q3 GDP to check in at over 5 percent. Meanwhile, blue-chip economists are forecasting...

Wednesday, October 18, 2023

I hope this email finds you in high "spirits" as we approach the spookiest time of the year. As the days creep closer to Halloween, confectioners weave a sweet web in preparation for this enchanting holiday. Did you know that the...

Wednesday, October 11, 2023

If you're a fan of Warren Buffett, you'll recognize this quote: "Be fearful when others are greedy and greedy when others are fearful." In recent weeks, the investing outlook has become a bit murky, which has led some people to let...

Wednesday, September 27, 2023

Have you ever heard the expression, “It’s a headline risk for the markets?” Headline risk is the chance that an unsettling news event–anticipated or a surprise–can add volatility to the financial markets....

Thursday, September 21, 2023

Sometimes, a picture tells a thousand words, and this chart of the M1 money supply certainly does just that. M1 rose rapidly during the pandemic due to an effort to provide stimulus packages to those who suffered financial loss during...

Monday, September 11, 2023

It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life...

Thursday, September 7, 2023

Ever considered writing your own will? While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of some...

Monday, September 4, 2023

It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life...

Monday, September 4, 2023

The first Labor Day was celebrated over 100 years ago, created by the labor movement as a day to honor the achievements and contributions (both social and economic) of American workers. I’ve always found the way we celebrate to...

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Monday, August 21, 2023

Are you already planning for the end of the year? Where did the time go? In this edition, we’ll be looking into navigating Medicare for the first time, particularly if you are under the age of 65. Don’t forget Medicare...

Tuesday, August 15, 2023

If you've heard CEOs mention "A.I." multiple times during second-quarter conference calls, you're not imagining it. There have been an astounding 1,072 mentions of A.I. (and counting) so far.1 Some believe that A.I. has the potential...

Tuesday, August 8, 2023

Why is August a volatile month? One simple reason: many people are on vacation. And when people are out of the office, the financial markets often see less trading, which can cause big price swings following news events. The Fitch...

Friday, July 28, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments.  The Dow Jones Industrial Average rose 2.08%, while the...

Thursday, July 20, 2023

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.