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.
Making Sense of It: Inflation, Recession or Not
The Federal reserve is playing catch up and is raising rates at the fastest pace since the early 1980s. It will take 6 to 12 months to actually see the cooling effects of these rate hikes on the overall economy, so there is the very real possibility that the Fed will go too far or too fast and cause a deeper contraction than is needed or warranted.
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?
Inflation – Transitory or Sticky?
Inflation – Transitory or Sticky?
Your Financial Plan Informs Your Investment Management
We say Plan Now, Live Now for a reason. We believe your financial plan should inform your investment management, not the other way around. And, if you are planning today, you are actively living in the moment with intention.
