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Market Commentary

Federal Reserve
Financial Planning, Investing, Market Commentary, Retirement 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
401k, Financial Planning, Investing, Market Commentary, Retirement Planning, Rhode Island Economy

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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Financial Planning, Investing, Market Commentary

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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Market Commentary, Investing, Retirement Planning

Welcome to 2024 (Part 1)

Welcome to 2024. If this year is anything like 2023, expect the unexpected. Last year proved just how hard it is for anyone,...
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Investing, Market Commentary

Lifting the Hood on Stock Market Returns of 2023

If you’ve listened to any of the Novice and The Nerd podcasts this summer you’ve probably heard about Laura’s trials and tribulations with...
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Market Commentary

Debt Ceiling Limit

The U.S Department of the Treasury defines the debt limit as “the total amount of money that the United States government is authorized...
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Market Commentary

Bank Fallout

Markets crave stability, especially when it comes to the banking system.  When confidence is questioned, volatility, confusion and panic can be the result....
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Financial Planning, Investing, Market Commentary

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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Financial Planning, Investing, Market Commentary, Retirement Planning

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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