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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. 

Wednesday, May 10, 2023

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...

Thursday, April 27, 2023

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...

Tuesday, March 21, 2023

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...

Friday, March 10, 2023

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...

Tuesday, March 7, 2023

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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Friday, February 24, 2023

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...

Thursday, February 16, 2023

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...

Wednesday, February 1, 2023

 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...

Thursday, January 19, 2023

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...

Tuesday, December 27, 2022

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...

Monday, October 31, 2022

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...

Monday, October 17, 2022

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)...

Monday, August 15, 2022

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....

Friday, August 5, 2022

"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...

Wednesday, August 3, 2022

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...

Tuesday, July 12, 2022

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...

Tuesday, July 5, 2022

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...

Tuesday, June 28, 2022

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...

Tuesday, March 15, 2022

Friday, February 25, 2022

Thursday, February 17, 2022