Top 10 Questions Commonly Asked About Social Security
Social Security is designed to offer stability, supplemental income, and other valuable benefits that can play a role in financial strategy.
Recession – To Be or Not To Be
It’s in the news – everywhere – talk of recession and all the negative feelings that word calls up. Well, are we in a recession? And why do we care if we are or are not?
Quarterly Comments May 13, 2025
Enjoy the Tariff Respite While It Lasts As of now, the temperature in the economic “room” seems to have lowered. The de-escalation of the tariff war with China suggests we should expect further recalibration of the next targets of tariffs, perhaps Europe. We should also expect, however, that the recent 90-day pause will not be […]
Quarterly Comments: February 7, 2025
Uncertainty Grows It seems like much more than a month since the inauguration of the new administration. More Executive Orders have been issued in this short time span than in any other Presidency. How are we to keep up? I attended a conference last week at which there was much discussion around the many possible […]
Quarterly Comments November 2024
Not As Clear As We’d Like It To Be We expected some clarity following the election What we seem to have at this moment is “not so much.” Many of the policies and trends which will affect our investment and planning recommendations will be rolled out in 2025. From this vantage point what we don’t […]
Navigating Healthcare Costs in Retirement
Life After Employer-Sponsored Health Insurance As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you may have enjoyed employer-sponsored health insurance. As retirement looms, you’re about to enter unfamiliar territory and a healthcare landscape vastly different from what you’ve known. […]
Navigating the Recent Federal Reserve Rate Cut
Implications and Reassurances The Federal Reserve’s decision to cut interest rates by 50 basis points has sent ripples thorugh financial markets. While this move is intended to stimulate economic growth, it may also have implications for various aspects of your financial life. In this blog post, we’ll explore the potential impacts of this rate cut […]
Quarterly Comments August 2024
Very few things are certain in life, but the markets seem to be quite sure the Federal Reserve will begin to lower its Fed Funds Rate in September.
Kick-start Your Child’s Financial Journey
Summer break is here, and many young people will be working at a summer job or internship. Earning a paycheck is exciting and a great time to build new and healthy habits around saving and investing.
Quarterly Comments June 2024
Yogi Bera, Niels Bohr and We Agree We agree with the late, great Yogi Berra and famed physicist, Niels Bohr – “It’s difficult to make predictions, especially about the future.” From Fed decisions to economic trends to election outcomes, 2024 is a year which challenges anyone to weigh in with a prediction for the balance […]
Give Your Children the Gift of Financial Literacy
Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can build to impart more of your wisdom. One area you shouldn’t overlook is how to […]
Quarterly Comments February 2024
Good News vs Bad News In this week of loving messages, we got one of those Bad News Reports which stem from basically Good News in the economy. CPI was reported as increasing +3.9%. On it’s face this sounds OK, but forecasters and markets were expecting a number a bit lower. Housing, including rising home […]
