In The News

Friday the 13th brought some luck to markets as stocks rallied to close the week, although the S&P 500 Index still closed in negative territory for the sixth consecutive week, the longest streak since 2011. It can be difficult to find bright spots during a negative period, but Friday’s rally, which saw 95% of S&P […]

2022 has not been kind to capital markets through the first four months of the year. A combination of inflation, rising rates, the Fed, the war in Ukraine, and COVID-19 lock downs in China have posed headwinds throughout most of the year. April brought many of the same worries, as well as the kickoff to […]

Rising Inflation Beginning last spring and continuing through 2022, rising inflation has become the dominant factor, both spooking markets and squeezing the already tight budgets for millions of Americans. Global supply chain disruptions continue as China and other countries lockdown their economies to battle COVID. Shortages of computer chips, new and used cars, furniture, battery […]

Conversations for Millennials quickly shifted from discussing Legally Blonde and Backstreet Boys to how to build wealth faster than Ricky Bobby (Okay, that may have been too many 2000s references in one sentence). All jokes aside, wealth accumulation at an early age can impact financial positions as we mature. Increasing wealth begins with work, and […]

As we approach the end of a first quarter filled with macroeconomic and geopolitical events, stocks finished the last two weeks in positive territory, which feels like a win, albeit a small one. Even with the negative events that have occurred to start the year, the S&P 500 Index is down just 4.4%, through the […]

Put simply, people work most of their lives to meet current expenses, obtain certain goals, and hopefully enjoy retirement. For some, retirement means kicking back more in their later years and spending time with loved ones. It may also look like helping children and grandchildren with educational endeavors or making sure loved ones are taken […]

The year has changed, and along with it, contribution limits to many tax-advantaged accounts. Each year the Treasury Department reviews the contribution limits in light of inflation data. As we all have read about or experienced as consumers, 2021 was a big year for inflation. Therefore, contribution limits for many tax-advantaged accounts have increased for […]

Inflation-induced market volatility has been center stage over recent months until geopolitics quickly became the top story with Russia’s invasion of Ukraine. We are by no means foreign policy experts; we do not wish to diminish the humanitarian crisis developing in Eastern Europe, but as financial planners we need to consider investment risks, and even […]