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.” […]
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 […]
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 […]
Quarterly Comments: Resilience Persists
Resilience Persists November 10, 2023 Markets and the economy are exhibiting robust resilience face of the the “Higher for Longer” interest rate message. There are plenty of headwinds – geopolitical, […]
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.
Quarterly Comments
Mixed messages abound! The bond market tells us a recession is not only coming – it is inevitable; the stock market seems to be saying “Slowdown maybe, but the economic growth opportunities remain, so – no recession.”
Quarterly Comments
Growth, Slow Growth or No Growth February 15, 2023 I think I can speak for all of us when I say we are feeling, if not a bit better, then […]
Do’s and Don’ts for Retirement Income
Planning now and doing a regular review of your finances can help you stay on the right track for the retirement lifestyle you want.