Financial Planning
How the Fed Affects Mortgage Rates
The Federal Reserve raised rates 11 times total between 2022-2023, and the first rate cut has been long anticipated as we’ve waited to...
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Stock Market Volatility Has Returned, in a Big Way
The past week has been a stark reminder on why being an investor can be so hard. In the last week the S&P...
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Is Your 401(k) Balance Too High?
RISE OF THE 401(k) When I joined the workforce 23 years ago, the average American employee knew more about a 5K running competition...
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Financing the College Dream
After a prolonged and hectic application process due to the FAFSA filing this year, students have now declared where they will be attending...
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Welcome to 2024 (Part 2)
Welcome to 2024, Part 2. If you haven’t read part 1, start here. This is the second part of a two-part blog, where...
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Three Big Events This Week That Could Shape 2023 Returns
In the modern mainstream media era where everything is “breaking news”, please don’t assume I’m falling prey to this same use of hyperbole...
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2023 Market Outlook
“I don’t think anyone knows whether we’re going to have a recession or not, and if we do, whether it’s going to be...
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8 Things to Consider the First Year You Have to Take Your Required Minimum Distribution
As financial advisors, we’re used to all the nuances and choices that retirees face when it comes to when and how to take...
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Wild Swings in the Market
I’ve had a few clients ask me about the stock market swings this week. First, we had the 700-point rally in the Dow...
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