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End of Year Financial Considerations

Dec 2, 2022 | Charitable donations, Investing, Investing Goals, Retirement, Weekly Financial Thought

“Don’t let the year finish without considering some of these financial moves”

Year End Financial Considerations

Oct 21, 2022 | Investing, Investing Goals, Tax Concepts for Retirement

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...

‘Your Goals > Stock Market Movements’

Apr 29, 2022 | Financial Planning, Investing, Investing Goals, Retirement

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...

Don’t Sell Hope Short “

Mar 4, 2022 | Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

“Markets have been rattled and investors are justifiably concerned about what to do next. This is a great reminder that hope and patience have always rewarded investors in the past and are likely to do so again in the future.”

Mortgage Rates and Offer Prices

Feb 4, 2022 | Housing, Investing Goals, Issues that effect todays Market

“Increasing interest rates are expected to cool the housing market. It may be worth considering your desired monthly payment amount vs. your desired purchase price in this changing environment!”

Setting Sights on 2022

Jan 6, 2022 | Behavioral Finance, Investing Goals

“It’s time to set our sights on 2022 and the year ahead! What is a financial goal you are looking to accomplish in 2022?”

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