Category: Investment Planning
Posted on December 16, 2022
New Year’s Financial Resolutions: Get Your Finances in Shape for 2022
Reshape your finances in the year ahead with these five resolutions. If you’re someone who likes to make resolutions on New Year’s Day, you already know how hard it is to stick to them. Here are five resolutions… Read More
Posted on November 17, 2022
Guide to Recessions: 9 Key Things You Need to Know
You have likely heard the ‘R’ word several times recently. Many analysts, CEOs and investors believe the chances for a Recession next year are increasing. With all the chatter, now may… Read More
Posted on November 17, 2022
10 Tax Planning Tips for the End of the Year
Tax planning between now and the end of the year can have a significant impact on how much tax you have to pay next April. Financial decisions you make between now and the end of the year… Read More
Posted on November 17, 2022
The Fleeting Free Lunch of an Inverted Yield Curve
Fixed Income is once again an attractive investment thanks to steep increases in the Federal Funds rates this year. Short term yields, however, have outpaced their longer-term counterparts, leading to what is know as an inverted yield curve…. Read More
Posted on October 18, 2022
When will the Bear Market End?
As stocks and bonds continue to tumble a week after the Federal Reserve’s latest rate hike, investors are understandably asking how long this painful bear market will persist.
Posted on September 19, 2022
Can Midterm Elections Move Markets? 5 Charts to Watch
In a year when soaring inflation, the war in Ukraine and a bear market have commanded headlines, the U.S. midterm elections risked becoming an afterthought. But now the election is coming back into focus…. Read More
Posted on September 19, 2022
5 Ways HSAs Can Help With Your Retirement
See how HSAs can be a tax-efficient part of your retirement planning. Key takeaways HSAs offer a number of benefits beyond spending for the short-term, such as saving for longer-term qualified medical expenses, including those in retirement. Because… Read More
Posted on September 19, 2022
Fed Chair Powell’s 1970s Lesson Casts Doubt on Quick Pivot
Federal Reserve chief Jerome Powell, in his much-anticipated Jackson Hole, Wyo., speech, said Friday that policymakers can’t let their guard down too early, or they’ll risk letting high inflation become entrenched. After release of the transcript, the S&P… Read More
Posted on August 5, 2022
How a Financial Plan Helps You Endure Market Volatility
Although most investors remain constructive on markets over the long-term, periods of volatility–often the result of significant economic stress–are common. The best way to maintain perspective is to have a plan. Through planning, we can assess the effects… Read More
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Posted on October 18, 2022
Student of the Market
by C. Todd Fry, CIMA(R), CFS
Student of the Market (October 2022)
Category: Investment Planning, Market Commentary