Blog
What's on your mind? Whether it is ideas from the industry or emerging trends, you can read about it here. So keep checking in to keep current on everything you need to know to pursue your financial objectives. We're glad to have you reading along.
Why August Can Be a Volatile Month
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...
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Debt Talks Optimism Keeps Eyes on D.C.
Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...
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Market Timing Is Exhausting
Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.The accompanying chart shows that money held in money market mutual funds rose to $5.1...
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“Better” Is the Best Word on Wall Street
From my perspective, we can't hear the word "better" enough in the weeks ahead."Better than expected." "Better than feared." "Better than forecasted."These are winning phrases that can be used by market pundits when they compare a...
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Are Interest Rates Heading Lower?
As the financial markets sort through the banking sector's issues, speculators have adjusted their outlook for interest rates for 2023 and beyond.In the first table, you can see that on March 3, speculators were expecting the Federal...
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It’s Time To Review Your Tax Returns
During the months of March and April, we want to help you identify planning opportunities (and spot potential issues) with your tax returns.If we work together now, we can help identify…If there was a change in your finances last...
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It’s Time To Review Your Tax Returns
During the months of March and April, we want to help you identify planning opportunities (and spot potential issues) with your tax returns.If we work together now, we can help identify…If there was a change in your finances last...
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Is Tax-Loss Harvesting A Good Strategy for YOUR situation?
Selling some investments that have unrealized tax loss has the potential to offset the tax liability that is triggered when other investments are sold at a gain. This strategy is called tax-loss harvesting, and it’s one we...
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Time in the Market versus Market Timing
Time in the Market vs. Timing the MarketMissing Out on the Market’s Best DaysThere is a common misconception among investors that the best way to build wealth is to perfectly time the market.However, successfully identifying the...
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Here we go again : Debt Ceiling
Democrats and Republicans are locked in a pitched battle over what used to be a fairly routine matter: raising the debt ceiling. While previous incidents have always ended in an agreement, the disruption could potentially...
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Turbulence Ahead: Market Review and Outlook
Turbulence Ahead: Market Review and Outlook 2022 marked one of the most dreadful years for investors in recent memory. Yearly returns for stocks and bonds clocked in at -19% and -13%, respectively, marking the first time since...
Read MoreHow SECURE 2.0 Might Change Retirement
The SECURE 2.0 Act is poised to be signed into law. The legislation provides a slate of changes that could help strengthen the retirement system—and Americans' financial readiness for retirement.The bill builds on earlier...
Read MoreNew Retirement Contribution Limits for 2023
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
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Stubborn Inflation Tests Fed's Resolve
Stubborn doesn’t seem like a strong enough word, but that’s how Fed officials are describing inflation.Inflation's “stubbornness” has been on full display in recent weeks: First, the Producer Price Index (PPI)...
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'Smart Money' on Interest Rates
Have you ever heard the expression, "What's the smart money doing?""Smart money" is an expression that often refers to experts and suggests that well-informed people have a better perspective on current events and what actions to take....
Read MoreWhere There's A Will
"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent...
Read More1.02 Billion Reasons to Be Prepared
What would you do with a windfall? It’s a question I’ve read or heard a lot lately. Considering the Mega Millions jackpot has now grown to $1.02 billion, it’s safe to say most of us have thought about what it would be...
Read MoreWhat Story Is the P/E Telling?
If you’re trying to get an inside edge on Wall Street, you’re probably paying attention to an array of stats and measurements. But there’s one indicator you might be overlooking.I’m talking about the...
Read MoreHow SECURE 2.0 Might Change Retirement
The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...
Read More3 Shrewd Maneuvers in a Down Market
It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...
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