Category: Investment Planning
Posted on September 19, 2024
What Is A Black Swan Event?
Black swan populations are small, and it is rare to come across one. The term “Black Swan” has been adopted my financial market participants to mean rare and unpredictable events, typically negative ones. Black swan events may have… Read More
Posted on September 18, 2024
The Economic Impact of Higher (and Lower) Rates
Over the last several years, many of our clients who prefer to hold significant amounts of cash for unplanned emergencies or near-term purchases–as we frequently recommend–have benefited greatly from higher interest rates. After many years of ultra-low interest… Read More
Posted on July 29, 2024
How Elections Move Markets in 5 Charts
How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions investors and financial professionals are facing… Read More
Posted on July 29, 2024
Social Security Online Applications
You can do much of your Social Security business on the website. Our online applications make it easy and convenient to apply for benefits from your computer, tablet, or mobile device. You don’t need to make an appointment or visit an… Read More
Posted on May 23, 2024
Separating AI Hype from Investment Opportunity
The artificial intelligence hype cycle has kicked into hyperdrive. Newsfeeds bring daily reports of generative AI’s promise to accelerate medical and scientific discovery, drive leaps in productivity and eliminate jobs on a mass scale. Businesses and individuals have… Read More
Posted on May 23, 2024
How to Donate: 7 Tips to Improve your Giving
A recent Fidelity Charitable survey shows that donors to charity share common concerns that hold them back from giving more. Consider these solutions.
Posted on May 23, 2024
What Kind of Retiree Will You Be?
When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.
Posted on May 1, 2024
What if the Fed doesn’t cut interest rates this year?
Earlier this year, many investors were convinced the U.S. Federal Reserve was on track to reduce interest rates four times by the end of 2024. Back then, it struck me as wishful thinking. Today, given higher-than-expected inflation, I… Read More
Posted on May 1, 2024
How Much Car Insurance Do You Need?
Every state has a minimum amount of car insurance you must buy to satisfy financial responsibility laws. Liability insurance is the main mandated coverage. It covers damage and injuries you cause to others in an accident. The most… Read More
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Posted on July 29, 2024
Utilizing a Spousal Lifetime Access Trust
by J. Eric Rice, CFP(R), ChFC(R)
Opening a trust fund is a common tool used to preserve and transfer your wealth in estate planning. Trusts can help mitigate estate taxes and help beneficiaries avoid probate court after you pass away, all while ensuring your… Read More
Category: Investment Planning, Market Commentary