It’s been two and a half years since the COVID-19 pandemic began, and most of the country is up and running: students have returned to classrooms, people are traveling for pleasure and business in record numbers, and spectators are back in the stands. [Read more…]
Retiring in a Volatile Market
Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be felt now and potentially for years to come. [Read more…]
Inflation, the Fed, and Recession
The June CPI number came in at 9.1%. This is not only the second consecutive month that we’ve seen an increase – it was a whopper. [Read more…]
Tax Planning During Your Career
Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. [Read more…]
Staying Safe Around Bears
The S&P 500 recently breached bear territory, which is largely agreed to be a market that has dropped 20% from a recent peak. [Read more…]
July 2022 Market Commentary
After a barely positive May, June saw the bear market return across indices. We ended up with the worst first half performance since 1970. [Read more…]
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