What Fitch's U.S. Debt Downgrade Means for Investors With investing, as in life, it's important to know not just what to worry about, but when to do so. The national debt is rightfully a source of investor worry, but [...]
Why Oil, the Fed and Jobs Are Surprising Markets There is an old saying that happiness equals reality minus expectations. This is particularly relevant when it comes to financial planning and investing during times [...]
A Year in Review 2022 It is important to note that financial markets and their participants are forward looking, while recessions are identified with lagging indicators - looking backward. Once a recession is clearly [...]
Where Do You Find Your Focus? There is often a lag before the economic data will reveal the effects of fiscal and monetary policy adjustments. The bottom line? Investors should continue to focus on [...]
Mixed Markets and Economic Signals Explained In many ways, the current investment environment may be one of the most challenging in years due to a variety of mixed signals. While analyzing economic data in [...]
Focus and Perspective Investors faced new challenges during the first quarter of the year as markets fell into correction territory. From red hot inflation to a Fed rate hike, Russia's invasion of Ukraine to [...]
Life's Important Milestones... in Finance There are many important life and financial milestones that you should keep in mind. Eligibility requirements often depend on your year of birth, residency, or other personal circumstances. With [...]
Accounts You Should Consider to Save More When you have a surplus of cash on hand that you want to save for the future, we often need help identifying all of the different account [...]
Create Your Master List of Goals Goal setting is fundamental to sound financial planning. Whether you’re considering these goals for the first time or have had lingering thoughts for some time, it is essential [...]
Sometimes A Traditional IRA Contribution is NOT Tax Deductible A traditional IRA is a great option for clients looking to save for retirement in a tax-deferred account. However, there are many factors to consider [...]
