Aug 30, 2024 | Financial Planning, Student Loans, Uncategorized, Weekly Financial Thought
Blog 529’s are no Longer Just for College 529 savings plans used to be something you saved in ONLY for future college expenses. While that still might be the majority of the reason that someone would save money into a 529 plan, it certainly doesn’t tell the...
Aug 23, 2024 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Caring for Elderly Family Members Often referred to as a “sandwich generation” there are many adults these days that are caring for both their own children as well as aging family members. Whether you have kids of your own, or they are already grown and...
Aug 2, 2024 | Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “A History of the Federal Funds Rate” There is a lot of talk about the Federal Funds rate recently and whether or not the Federal Reserve will lower interest rates in 2024. I thought this recent article from Yahoo Finance did a good job explaining the...
Jul 12, 2024 | Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Why America is Still a Safe Bet” Over the past few years I regularly get asked if I think that America is in a downward spiral and whether investing in our future is still a safe bet. While I understand the question, and I don’t think you can argue that...
Jun 21, 2024 | Behavioral Finance, Financial Planning, Investing, Uncategorized, Weekly Financial Thought
Blog “Roger Federer vs. the Stock Market” If someone has a large amount of money to invest, it can sometimes be easier psychologically to put that money to work slowly over time. In other words, rather than investing $500,000 in one day, it can feel better to...
Jun 14, 2024 | Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Mid-Year Stock Market Outlook” It’s hard to believe we are already at the halfway point of 2024! There are always a lot of question marks coming into a new year, however with numerous global elections already completed and a contentious US election...
