“2022 was Tough; What’s the Outlook for 2023?”
Blog 2022 was Tough; What’s the Outlook for 2023? Investors just went through one of the toughest investment years in history. This was quite a change from 2019, 2020, and 2021 which saw strong stock and bond returns despite the pandemic. The question on...
‘Setting your Sights on 2023’
Blog“Setting your Sights on 2023" The thought of new year’s resolutions makes some people cringe. Imagine what our 2022 goals looked like in January of last year compared to what actually happened. While we may not have as crazy of a year in 2023, something...
‘The Highlights from Secure Act 2.0’
Blog“The Highlights from Secure Act 2.0" In late 2019, Congress passed Setting Every Community Up for Retirement Act 1.0 (SECURE). This revised rules around retirement saving, including raising the age for required minimum distributions to 72 and eliminating...
End of Year Financial Considerations
“Don’t let the year finish without considering some of these financial moves”
‘Counting Our Blessings’
“Despite the choppy market in 2022, what is something you are thankful for in your financial life?”
‘Do Midterm Elections Move Markets?’
“I’m glad that mid-term elections are behind us. The question remains: Do they really impact the stock market?”
Your New 2023 Tax Rates & More
Blog"Your New 2023 Tax Rates & More" The Internal Revenue Service recently announced their annual inflation adjustments for the tax year 2023. Higher recent inflation means that some of these numbers are up by a greater degree compared to previous years. Here are...
Year End Financial Considerations
Blog “Year End Financial Considerations” It’s crazy to think we are just over 2 months from the end of 2022 but that is reality. Amidst the upcoming holiday period it can be easy to let other areas of your life take a back seat. While 2022 has been a...
3 Things to Help Us in this Bear Market
“2022 has been difficult. It’s important to remind ourselves of the positives and remember that “this too shall pass.”
What the Last 100 Years Can Teach Us
Blog“What the Last 100 Years Can Teach Us" While the saying is true that history doesn’t always repeat itself, it does tend to rhyme and looking back at the historical performance of the S&P 500 from the last 100 years can provide some helpful context when...
The Importance of a Health Savings Account
Blog“The Importance of a Health Savings Account" If the last few years are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity. Healthcare costs can be a major stumbling block for both the young and elderly...
“Increasing Retirement Success with Small Tweaks”
Blog“Increasing Retirement Success with Small Tweaks” We first published this article in May of 2020, but the reality is that the core topics remain particularly relevant. This past year has seen many people forced into retirement or making decisions on early...
“Understanding How Dividends Work”
“There is more than meets the eye when it comes to dividend investing. While they have performed well so far in 2022, it’s important to understand how dividend paying stocks actually work.”
‘Leasing vs. Buying your Next Car’
Blog“Leasing vs. Buying Your Next Car” With the used and new car market being an interesting space right now, I thought this article from Eric Roberge at “Beyond Your Hammock” did a great job breaking down the age-old question of leasing vs. buying your next...
“Re-Thinking your Giving with a Donor Advised Fund”
“Donor Advised Funds are a great way to be more intentional and tax efficient with your charitable giving!”
“A Tough Six Months”
“It’s been a tough six months in the market, but this can usually produce some silver linings going forward.”
‘Mid- Year Outlook’
“It’s been a rough start to 2022 for both stocks and bonds. Here is where we see things trending as we look forward to the second half of 2022 and beyond.”
“Steps to Take Outside of Your Portfolio”
“What are steps you can take that are within your control during a market downturn?”
“How to Not Panic”
“It’s easy and understandable to want to panic or move to cash in these markets. Here’s an important and hopefully timely reminder for us all.”
“Realities of Recessions”
: “Recessions are painful. It’s important to keep emotions in check and stay consistent in the midst of all the news coming our way”
Two Pandemic Era Trends are Reversing
“Interest rate increases are starting to reverse trends that took hold during the Pandemic”
‘Your Goals > Stock Market Movements’
Blog"Your Goals > Stock Market Movements" For those who’ve been reading our weekly articles for some time, you might recognize the title. We have re-visited the idea that your personal goals should hold a greater weight than what is happening in the stock...
“Frugality vs. Extravagance”
“Do you lean more towards frugality or extravagance when it comes to your finances?”
“Does it Matter When Booms and Busts Happen?”
Blog “Does it Matter When Booms and Busts Happen?” For my grandparents it was the Great Depression and then an economic boom from the second World War. For my parents it was the savings and loan crisis and the subsequent tech growth and dot-com bubble. For me...
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