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 user | Jun 28, 2022 | Uncategorized
Your financial plan must be adaptable – you don’t set it and forget it As summer heats up, it pays to take a good look at how flexible you are. When you plan for the future, you need to be adaptable. No one knows what tomorrow holds. This is certainly true in the...
by user | May 18, 2022 | Uncategorized
Two years after the COVID-market-bottom, were you fully invested? The end of March 2022 marked the two-year anniversary of the stock market bottom and the end of the shortest bear market on record. Since then the U.S. stock markets have quickly reached new highs, with...
