Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Don't Watch The Markets Too Closely
One of my favorite Warren Buffett quotes is, “Remember that the stock market is a manic depressive.”What he’s suggesting is that stock prices can sometimes swing wildly from day to day in response to even minor news....
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A 6.1% Bump in Social Security?
The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...
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The Cryptocurrency Conundrum
Recently, you may have seen a number of major cryptocurrencies fall thanks to a continuing sell-off that began last week. In fact, over $250 billion was lost in the crypto market alone.1It may be tempting to view this as another...
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Inflation & the Real Rate of Return
The real rate of return is an important personal finance concept to understand.It’s the rate of return on your investments after inflation. The real rate of return indicates whether you are gaining or losing purchasing power...
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Weekly Market Insights: Stocks Stay Cool, Inflation Heats Up
Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report.The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite...
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A COLA with Your Social Security?
If there is a "silver lining" to all the inflation talk, it may be that Social Security benefits are expected to see a larger-than-normal increase in 2022.Preliminary estimates call for a 4.7% cost-of-living increase (COLA) in Social...
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Recovering from COVID
With COVID, there were some who believed that progress on this health issue was a necessary precondition to economic recovery.In recent weeks, we have seen some promising trends emerge on the health front. The CDC is reporting the...
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Investor Sentiment Is Shifting
A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1There are many reasons for this change, but here are a few of the most...
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2021 Retirement Confidence Survey
Will your retirement dreams match your reality?That's perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else?For more than 30 years, the Employee...
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What Forces Are Driving the Housing Market?
Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it's no surprise...
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It’s All About Bonds
There’s an old Wall Street maxim that says, “markets climb a wall of worry.” And these days, there’s plenty to worry about with the trend in long-term interest rates.The 10-year Treasury yield in recent weeks...
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Spotlight Shifts to Bonds
One time-tested principle of investing is, "when bond yields move higher, bond prices tend to move lower." Investors are doing a "double take" on the 10-year Treasury yield, which recently topped 1.5% — its highest level in...
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Economic Predictions: What Lies Ahead?
It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...
Read MoreJanuary Is Financial Wellness Month
January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy.For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...
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5 Highlights of the New Stimulus Package
After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees...
Read More9 Facts about Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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