by Zach P | Dec 14, 2022 | Uncategorized
Make your annual review more efficient and productive to improve next year When you work with a financial advisor, then you know how important the year-end review is to the financial planning process. And given that you should be scheduling your year-end...
by Zach P | Nov 8, 2022 | Uncategorized
A good rule of thumb is to assume inflation will be at least 3% every year All investors would be well served to understand the latest Consumer Price Index data from the Department of Labor. Because inflation will impact your long-term retirement strategies....
by Zach P | Nov 8, 2022 | Uncategorized
Take an organized approach to holiday shopping and actually enjoy it If advertisements and commercials are beginning to feature scenes of happy families, clad in brightly colored sweaters, gathered by a fire, surrounded by an assortment of presents, then the countdown...
by Zach P | Nov 7, 2022 | Uncategorized
There is wide agreement among economists and market observers that the Federal Reserve’s aggressive interest rate hikes will cause economic growth to grind to a halt, leading to a recession. Less talked about is the risk of a financial crisis as the U.S. central bank...
by Zach P | Jul 31, 2020 | Individuals and Families, Institutions
Some financial advisors try to bowl you over with fancy language. Disarm them – and arm yourself for your future – with a few simple questions. One complaint I hear as a financial advisor is that investment jargon – ETFs, P/E ratios, DRIP...
