How to find (and maintain) a positive financial direction
A positive direction is essential to any successful financial planning journey. Whatever your particular situation may be, it is vital that you thoughtfully and purposefully utilize the financial resources available… …
What’s moving the markets?
Inflation and interest rates: As we look ahead, inflation and interest rates will remain key topics of discussion. The Federal Reserve is dedicated to bringing the rate of inflation back… …
Your big financial picture: Aligning investment, tax and estate planning
People often view tax planning, estate planning and investment planning as wholly separate undertakings. In reality, these three “buckets” of your financial life should be viewed together, as part of… …
What’s moving the markets?
Stubborn inflation: Inflation remains a central concern for both consumers and investors. Recent data has shown a higher-than-expected inflation rate, causing disappointment as investors recalibrate their expectations for rates to… …
Preventing lifestyle creep: From prime earning years through golden retirement
One of the biggest financial challenges people face is “lifestyle creep”, when spending balloons right along with increases in income, undermining long-term financial stability and goals. Understanding how to manage… …
What’s moving the markets?
Interest rates and the housing market: Interest rates have moderated somewhat as the markets interpret the Federal Reserve’s recent comments on the prospect of rate cuts later this year. The Fed… …
How parents can lay a solid financial foundation for their children
As parents, we want to provide the best possible opportunities for our children. In reality, it can be complicated enough at times to navigate this ever-changing world for ourselves. Figuring… …
What’s moving the markets?
Earnings wrap-up: Fourth quarter earnings reports are almost all out and the results have been quite resilient. “With 90% of S&P 500 companies having reported fourth quarter results, the results… …
Grandparent strategies: Passing wealth to future generations (tax-efficiently)
One of the greatest joys of being a grandparent is seeing children and grandchildren successfully navigate their lives. Most everyone shares a common desire to see their family and relatives… …
What’s moving the markets?
Earnings: The expected earnings growth in 2024 is still dominated by a small number of mega-cap companies. Here is a comprehensive preview of the Q4 earnings season that is currently underway…. …