Tag: Investments

What Recent Inflation Signals Mean for Financial Planning

Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for

What the GDP Receipt Doesn’t Show

GDP dipped...but not for the reason you think.

What’s next for markets and the economy?

Markets have been on a roller coaster, and investors are asking: Is a bear market on the way?

Feeling uneasy about the market? Read this first

It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions

New Year Update: 2024 Reflections & 2025 Expectations

As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.

What will the new administration do first?

Now that the election is over, what will the new administration prioritize in the new year? Take a look at a few things we’re watching in the months ahead.

Elections & market reactions

What do presidential elections mean for your portfolio?

Lower interest rates. Now what?

Why did the Federal Reserve cut rates? Learn more here.

Asset Allocation and Risk Allocation

While not guaranteed, a well-balanced portfolio may be better at handling market risk.

Investors & the Markets: What to Watch Out for in an Election Year

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a