Tips For Your Year-End Financial Planning Review

Tips For Your Year-End Financial Planning Review

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...
Investors Need to Account For Rising Inflation

Investors Need to Account For Rising Inflation

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....
Tips To Control Frenzied Holiday Shopping

Tips To Control Frenzied Holiday Shopping

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...
Fed Faces Twin Threats in Fight Against Inflation

Fed Faces Twin Threats in Fight Against Inflation

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...
Summer Time Reminds Us to Be Flexible

Summer Time Reminds Us to Be Flexible

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...
The Perils of Trying to Time the Stock Market

The Perils of Trying to Time the Stock Market

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...