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Tuesday, February 6, 2024

February has arrived. As we embark on the second month of 2024, all eyes continue to focus on inflation. The Federal Reserve’s first meeting of the year wrapped at the end of January, with the Fed deciding to hold interest rates...

Tuesday, January 2, 2024

This month’s Your Money Matters newsletter contains helpful information on tips for changing unhealthy behaviors, important considerations for your investment philosophy, alternative uses for college savings plans, and...

Thursday, December 7, 2023

This month’s Your Money Matters newsletter contains helpful information about how biases affect your financial choices, the link between debt and stress, important considerations before tapping retirement savings to pay for a...

Monday, October 2, 2023

This month’s Your Money Matters newsletter contains a fun (and retro) "graphic novel" overview about identity fraud (October is National Cyber Security Awareness Month!). We also cover helpful information about municipal bonds,...

Tuesday, September 5, 2023

Despite the hope for a continued market upswing, the positive trends we saw in July did not carry into August, and the Dow, Nasdaq, and S&P all finished down for the month. The Federal Reserve (Fed) didn’t meet in August, so...

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Wednesday, August 2, 2023

This month’s Your Money Matters newsletter contains helpful information about how inflation impacts your portfolio, why it's important to control your future by creating a will, understanding equity compensation, and insuring...

Wednesday, July 12, 2023

For the optimists among us, we were relieved to see some good financial news in June. U.S. stocks were up for the month and the quarter, although bonds didn’t fare as well. The S&P 500 defied recession fears and a U.S. banking...

Monday, June 5, 2023

The month of May was yet another interesting month in financial markets. We had an incredible earnings surprise from a microchip maker as well as a potential resolution to the debt ceiling debate. The former, which was discussed above,...

Tuesday, May 2, 2023

April Markets were quite tame relative to the volatility we had been experiencing in the past year. The CBOE S&P 500 3 Month Volatility Index has been trending down since its May 2022 highs when inflation seemed to be...

Tuesday, April 4, 2023

March was a volatile month that saw dramatic changes in the view of the economy. At the beginning of March, there were expectations that the Federal Reserve would continue to...

Tuesday, March 7, 2023

Monthly Market Recap: The year kicked off with a bang. February, not as much as many major stock indexes pulled back. January saw hefty rebounds in many areas in the market that struggled in 2022. Meme stocks and growth companies with...

Thursday, January 5, 2023

2023 ended one of the WORST bond markets in a generation. (We aren’t just saying that as a hyperbole) ...

Tuesday, December 6, 2022

As we leave 2022, we are thankful that this year of volatility has hopefully come to an end. As we approach 2023, there are some new tax code changes that may provide opportunities for you in the year to come! See them...

Tuesday, November 1, 2022

For many years now, we had lived in a relatively great time to purchase a new house. As of recently with the federal reserve increasing interest rates, the 30 year mortgage has spiked to multi decade highs! Now, more than ever, it is...

Tuesday, October 4, 2022

 Missing the Rebound From January to October of 2022Think back to a year ago. No doubt it was a great feeling when you saw that light green plus sign next to your investments each month as you opened your monthly statement-....

Friday, September 2, 2022

Over the past few months, we seen significant market volatility. During the month of July, the S&P 500 experienced one of the best months of July on record. As of late, volatility has picked up once again in stocks, bonds, and commodities.

Monday, August 1, 2022

A quick look at how markets tend to perform during mid term elections.

Thursday, July 14, 2022

Building a Budget is easier than you think. Here are some tips to develop an effective budget.

Wednesday, July 6, 2022

Diversification can feel disappointing.  A well-diversified portfolio is designed to help you achieve your long-term goals as well as limit your portfolio’s downs (and ups). But it doesn’t always feel good. You may get...

Wednesday, June 1, 2022

When it comes to sports cars, everyone always wants to talk about the engine. It's the most interesting part of every sports car, "How much Horsepower does it have?", "Is it a V6 or V8 engine?", "What is it's 0-60 time?"...