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Posted on September 19, 2022
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
Category: Investment Planning
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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
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Posted on October 18, 2022
When will the Bear Market End?
by J. Eric Rice, CFP(R), ChFC(R)
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.
Category: Investment Planning, Market Commentary
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Posted on September 19, 2022
Can Midterm Elections Move Markets? 5 Charts to Watch
by C. Todd Fry, CIMA(R), CFS
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
Category: Investment Planning, Market Commentary
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Posted on September 19, 2022
5 Ways HSAs Can Help With Your Retirement
by J. Eric Rice, CFP(R), ChFC(R)
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
Category: Investment Planning
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Posted on September 19, 2022
Fed Chair Powell’s 1970s Lesson Casts Doubt on Quick Pivot
by J. Eric Rice, CFP(R), ChFC(R)
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
Category: Investment Planning
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Posted on August 5, 2022
How a Financial Plan Helps You Endure Market Volatility
by J. Eric Rice, CFP(R), ChFC(R)
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
Category: Investment Planning
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Posted on August 5, 2022
Seller Beware
by J. Eric Rice, CFP(R), ChFC(R)
Seller Beware: US Homebuyers are backing out of deals at the highest rate since the start of the pandemic – here’s what that means for real estate.
Category: Investment Planning
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Posted on August 5, 2022
Market Perspectives
by C. Todd Fry, CIMA(R), CFS
What a difference just a few months can make. U.S. markets ended 2021 on an almost unprecedented high note. This year, falling valuations and rising interest rates have actually boosted some long-term return expectations. Vanguard recently increased its… Read More
Category: Investment Planning
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Posted on July 20, 2022
Student of the Market July 2022
by C. Todd Fry, CIMA(R), CFS
Student of the Market July 2022
Category: Investment Planning
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Posted on July 20, 2022
Estate Planning for America’s Wealthiest Investors
by J. Eric Rice, CFP(R), ChFC(R)
Estate Planning for America’s Wealthiest Investors Estate planning is something that many investors avoid at all costs, after all, who wants to talk about death and dying? Skipping this important step in financial planning can have disastrous consequences… Read More
Category: Investment Planning
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