NEWS AND BLOG
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
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
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
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
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
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...
Five Lessons To Remember During Bear Markets
The Stock Market has been trying to teach these lessons forever…. The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons regarding risk and diversification. For...
Five Money Moves To Make With Your Tax Refund
Having a plan ahead of time will help ensure you use your money smartly If you have a refund check coming your way, consider using it to bolster your personal balance sheet. According to the IRS, the average refund will be about $3,300, and many receive the money...
Should You Invest All at Once or Over Time?
With markets so volatile, the human element to investing is very important The market skyrockets one day, plunges the next. Is this the wobbling before the crash? Should you invest now? If so, how? Everything at once? That’s tempting, but not always wise. A common...
How To Measure Your Portfolio in Uncertain Times
Making sure your investments help you towards your true life goals Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that leads us to make financial mistakes. In his book Predictably Irrational: The Hidden Forces...
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