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...
Read More
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...
Read More
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...
Read More
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,...
Read More
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...
Read More
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...
Read More
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...
Read More
When Will the Markets Go Back Up?
What follows is a hypothetical conversation in response to the question, “When will the markets go back up?” “Are we there yet?” No....
Read More
Two Sides of the Same Coin: Inflation and Recession
Humor me while I repeat myself. There are some points worth making more than once. Especially when it comes to inflation, recession, and...
Read More