Blog
Wild Markets
Wild MarketsYou ever have one of those times when you feel like you finally made it to a party, and as soon as you did, everyone starts leaving (not because of you)? That is what it seems like in the stock market today. After pulling...
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A Lookback to 2023 / Looking Ahead to 2024
After a rough 2022 in the equity (worst year since 2008) and fixed-income (worst bond market since 1870) markets, 2023 was a nice rebound year. We saw the Dow Jones return just over 13%, the S&P 500 rallied over 24%...
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Retirement-What is it Good For?
Do you know what retirement will look like for you? One thing that can help is to look at those that are already there. How do they spend their time There was a study by The Wall Street Journal that showed how retirees spend...
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Don't Miss the Forest
Attention spans have diminished rapidly lately as our over-stimulated brains bounce from thing to thing, leaving important information behind—traded for the new shiny thing that perpetually distracts us from the big picture...
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Looming Recession
It seems everywhere we turn these days, we read more and more about a looming recession. The challenge is that recessions, and their timing, are difficult to predict. Many times, the economy enters into a recession and bottoms about...
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2022 Review / 2023 Outlook
After many years of low inflation and FED induced historic low interest rates, things took an abrupt turn in 2022. While there are other issues we will discuss below, these were the main drivers last year in the markets. The S&P 500...
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Secure 2.0 Act
Well, what is being called the SECURE 2.0 Act was just signed into law as part of a larger 4,000 page Omnibus bill, so we wanted to update you with the highlighted changes most likely to matter to you that are included.
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Corporate & Consumer Health
The surprising financial health of the average consumer and corporation lead us to believe that harder times may be still further out. In looking at our last recession in 2008, we see that we are considerably less leveraged now than we...
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Where Do We Go From Here?
Well, 2022 has started off with a bang but not in a great way. As I type this, stocks (S&P 500) are down around (13%) YTD but what many people don’t realize is that bonds / fixed income (AGG) is down around (10%) YTD (more on this to...
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Inflation Reduction Act
This was just signed into law 8.17.22 so it is still being digested, but we wanted to send you a quick summary of what it entails. First off, it is comical that it is called the Inflation Reduction Act. Seems to be an effort to get...
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October 2022 Market Event Follow-Up
Thank you to all who attended our market update, both in person and on zoom. We had quite a few people ask for a recording but unfortunately, we can’t record it. Please see some of the slides we covered, along with a brief summary of...
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Year End Financial Planning Checklist 2022
As we progress towards year end, there are some things to make sure we review in order to check all the boxes before 2023 arrives. Don’t let the distractions of this year keep you from properly planning in these different areas. Some are...
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