Latest News
-
Retirement Planning for a New Paradigm
Are you thinking about retirement? There’s the good part – the travel, time with family, catching up with yourself or achieving long-held dreams or goals. But then there’s worrying if you’ve saved enough and you’ll be able to afford the life you want. Retirement planning allows you to live the life you want....
11-28-2023 | READ POST -
Are Consumers Finally Going to See Price Decreases?
Inflation has had a significant impact on consumers over the past 12 months, leading to rising consumer prices for goods and services. This has resulted in increased costs for everyday necessities. Making it more challenging for consumers to maintain their purchasing power and meet their financial needs....
11-17-2023 | READ POST -
Social Security Strategies for Married Couples
Have you thought about what age you will claim social security benefits? As you get closer to retirement, it’s surprising how that question can be a real conversation starter. Social security may not provide the lion's share of your retirement income, but it’s a key piece of the retirement puzzle because it’s predictable income with tax advantages. ...
11-10-2023 | READ POST -
Bonds are Boring, But…
...Bonds yielding 5% tax-free income are now a possibility for some fixed-income investors. Interest rates have risen dramatically over the past year as the Federal Reserve has increased interest rates to slow the U.S. economy and to curb rampant inflation. An economic slowdown, increased borrowing costs for both individuals and corporations and an unaffordable housing market that has 30-year fixed rates approaching 8% are all direct consequences of these higher rates....
10-31-2023 | READ POST
Market Commentaries
-
Last Week’s Markets in Review: Black Friday Sales and Markets Move Higher
Last week saw an unusual number of meaningful events that will likely affect the economy and financial markets in the weeks and months ahead. The week began with the outbreak of war in the Middle East. Markets watched closely throughout the week as the conflict between Israel and Hamas developed. Market participants also were interested in two inflation reports and comments from several Federal Reserve officials. In addition, the U.S. House of Representatives continues to search for a Speaker to replace Representative McCarthy. Lastly, corporations began to report their third-quarter earnings....
11-27-2023 | READ POST -
Last Week’s Markets in Review: Markets Give Thanks to the Fed…for Now
Last week saw an unusual number of meaningful events that will likely affect the economy and financial markets in the weeks and months ahead. The week began with the outbreak of war in the Middle East. Markets watched closely throughout the week as the conflict between Israel and Hamas developed. Market participants also were interested in two inflation reports and comments from several Federal Reserve officials. In addition, the U.S. House of Representatives continues to search for a Speaker to replace Representative McCarthy. Lastly, corporations began to report their third-quarter earnings....
11-20-2023 | READ POST -
Last Week’s Markets in Review: Fed Presidents Provide Interest Rate Outlooks
Last week saw an unusual number of meaningful events that will likely affect the economy and financial markets in the weeks and months ahead. The week began with the outbreak of war in the Middle East. Markets watched closely throughout the week as the conflict between Israel and Hamas developed. Market participants also were interested in two inflation reports and comments from several Federal Reserve officials. In addition, the U.S. House of Representatives continues to search for a Speaker to replace Representative McCarthy. Lastly, corporations began to report their third-quarter earnings....
11-13-2023 | READ POST -
Last Week’s Markets in Review: Fed Can’t Spook Markets
Last week saw an unusual number of meaningful events that will likely affect the economy and financial markets in the weeks and months ahead. The week began with the outbreak of war in the Middle East. Markets watched closely throughout the week as the conflict between Israel and Hamas developed. Market participants also were interested in two inflation reports and comments from several Federal Reserve officials. In addition, the U.S. House of Representatives continues to search for a Speaker to replace Representative McCarthy. Lastly, corporations began to report their third-quarter earnings....
11-06-2023 | READ POST
