Jun 23, 2023 | Financial Planning, Investing
It’s safe to say that with all the talk of a pending recession coming into 2023, the first half of the year has been more favorable than expected for stockholders. The S&P 500 is up around 20% from its lows in October 2022. This has been nice to see but is...
Jun 9, 2023 | Financial Planning, Housing, Issues that effect todays Market, Weekly Financial Thought
Blog Quoting and Comparing Home and Auto Insurance Many of you may not know, but May was national insurance planning month and while insurance isn’t the most exciting of topics, it is usually a place that monthly or annual savings can be found with a little...
May 19, 2023 | Congress, Financial Planning, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Debt Ceiling Showdown” I thought this recent article from Capital Group did a good job summarizing the debt ceiling issues and what, if anything, investors should be doing as a result. Unfortunately, the reality is that we’ve been here before in...
May 12, 2023 | Estate Planning, Financial Planning, Retirement, Weekly Financial Thought
Blog “Getting Financially Organized” Getting organized and staying disciplined can be difficult with any area of life. Sometimes when results can be visibly seen it can be a motivator (think staying fit or keeping your house clean). However, when it comes to...
May 5, 2023 | Financial Planning, Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “Is Cash King Yet Again?” The rapid and parabolic rise of interest rates throughout 2022 and into 2023 has meant that there are finally alternatives to investing only into high growth stocks. For so much of the bull run in 2020 and 2021, the alternatives...
