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Welcome to our blog, your go-to resource for navigating the complex landscape of personal finance with confidence and clarity. We hope to empower you with knowledge, insights and helpful strategies to achieve your financial goals. Some of our more popular blog features include a Weekly Stock Market Recap, Monthly Client Letters and other timely articles.

What Happened Last Week:

Every Monday we provide a weekly recap including market moving headlines and performance charts while highlighting upcoming events to watch. This series is also posted to our Facebook page.

Monthly Client Letter:

In an email to our clients we provide a broad view update for the month that was, including proactive ideas to ensure investment portfolios are best prepared for what may lie ahead. A version of this letter is also uploaded to our blogs page.

Stay tuned for our upcoming posts and don't hesitate to reach out if you have any questions or topics you'd like us to cover.

 

Monday, May 20, 2024

#Dow Closes Above #40,000 as Investors Anticipate #Fed Rate Change

 

Wednesday, May 15, 2024

Unpacking April's Consumer Price Index Report

 

Monday, May 13, 2024

Stocks rise as financial markets anticipate a potential rate cut.

 

Monday, May 6, 2024

Upbeat earnings and a dovish Fed have the markets seeing green.

 

Thursday, May 2, 2024

After robust stock market returns over the last two quarters, the first month of 2024's Q2 reminded investors to remain conscious of "flying too close to the sun".

 

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Monday, April 29, 2024

Despite Turbulent Week, Stocks Stage Comeback.

 

Monday, April 22, 2024

The bad news seemed to outweigh the good news as stocks fell for the third straight week.

 

Monday, April 15, 2024

Inflation uncertainty and fears of an escalating Middle East conflict send stocks lower.

 

Sunday, April 7, 2024

What Happened Last Week

 

Sunday, April 7, 2024

After a strong Q4 in 2023, the song remained the same for 2024's Q1. With stocks having done so well, some investors may hold more equities than they realize. Shifting some stocks into bonds or alternative investments could make sense.

 

Wednesday, April 3, 2024

Some reasons why we like the energy sector right now..

 

Monday, April 1, 2024

What Happened Last Week

 

Tuesday, March 26, 2024

A worker can choose to retire and begin receiving Social Security benefits as early as age 62, but doing so may result in a reduction of as much as 30 percent.

 

Monday, March 25, 2024

What Happened Last Week

 

Monday, March 18, 2024

What Happened Last Week

 

Monday, March 11, 2024

What Happened Last Week

 

Wednesday, March 6, 2024

Many stocks continued their upward trend in February. Some near term market volatility should be expected.

 

Monday, March 4, 2024

What Happened Last Week

 

Monday, February 26, 2024

What Happened Last Week

 

Monday, February 19, 2024

What Happened Last Week

 

Monday, February 12, 2024

What Happened Last Week

 

Thursday, February 8, 2024

Super Bowl LVIII, reviewing the stats that make up this year's championship game.

 

Wednesday, February 7, 2024

Solid Start to 2024

 

Monday, February 5, 2024

What Happened Last Week

 

Monday, January 29, 2024

What Happened Last Week

 

Monday, January 22, 2024

What Happened Last Week

 

Monday, January 15, 2024

What Happened Last Week

 

Monday, January 8, 2024

What Happened Last Week

 

Wednesday, January 3, 2024

Reflecting On 2023 And Looking Ahead To 2024

 

Monday, January 1, 2024

What Happened Last Week

 

Wednesday, December 27, 2023

What Happened Last Week

 

Monday, December 18, 2023

What Happened Last Week

 

Monday, December 11, 2023

What Happened Last Week

 

Wednesday, December 6, 2023

A November to Remember

 

Monday, December 4, 2023

What Happened Last Week

 

Monday, November 27, 2023

What Happened Last Week

 

Monday, November 20, 2023

What Happened Last Week : - Stock prices continue to rise - Results from two inflation reports and more..

 

Tuesday, November 14, 2023

The Internal Revenue Service (IRS) recently announced upcoming changes to more than 60 provisions of the tax code for 2024. In this article, we've highlighted a few of the most critical tax bracket and retirement contribution limit changes.

 

Monday, November 13, 2023

What Happened Last Week : - Strong close for stocks - A treasury bond auction - Comments from Fed Chair Powell and more..

 

Monday, November 6, 2023

Glass Half Full

 

Monday, November 6, 2023

What Happened Last Week : - Equities rebound - A Fed funds rate decision - Lighter than expected employment report and more..

 

Monday, October 30, 2023

What Happened Last Week : - Stocks continued decline - Stronger than expected economic reports and more..

 

Wednesday, October 25, 2023

The Social Security Administration recently announced that many Social Security recipients will receive an increase in their benefits for 2024.

 

Monday, October 23, 2023

What Happened Last Week : - Stocks mostly down - Housing starts rebounded - Mortgage rates reach 8% and more..

 

Monday, October 16, 2023

What Happened Last Week : Markets show surprising resilience in light of middle east hostilities, Inflation numbers come in higher than expected, and more..

 

Monday, October 9, 2023

September Market Recap

 

Monday, October 9, 2023

What Happened Last Week : A green Friday in the stock market, Treasury yields reach highest levels since 2007, Important jobs numbers, and more...

 

Monday, October 2, 2023

What Happened Last Week : Stocks continued to decline, Bond yields jump, Government shutdown avoided, and more..

 

Thursday, September 28, 2023

We're excited to introduce Account View 2.0 for our clients! Use the Investor Resources link below to learn more.

 

Monday, September 25, 2023

What Happened Last Week : Equities declined sharply, September's Fed funds rate decision, A spike in the 10 year treasury yield, and more..

 

Monday, September 18, 2023

What Happened Last Week : Equities clawed back after a sluggish start to the week, Gas prices surged, A labor strike in the auto industry, and more..

 

Monday, September 11, 2023

What Happened Last Week : Stocks declined, A surprise production announcement that sent oil prices higher, Another potential interest rate hike and more..

 

Tuesday, September 5, 2023

September 5, 2023 Weekly Market Update : The broader equity markets are off to a strong September start, Bond yields fall, Hiring in the private sector slows, and more..

 

Friday, September 1, 2023

With September being life insurance awareness month, we wanted to provide a quick read about.. You guessed it! Life Insurance

 

Monday, August 28, 2023

August 28 2023 Weekly Market Update : S&P 500 and Nasdaq finished well into the green, The DJIA dipped, Powell hints at future rate hikes and more..

 

Monday, August 21, 2023

August 21, 2023 Weekly Market Update : The DJIA, S&P 500 and Nasdaq All Declined More than 2%, Treasury Yields Reached the Highest Levels Since Last October, Retail Sales Jump, and more..

 

Monday, August 14, 2023

August 14, 2023 Weekly Market Update : DJIA Rose While the S&P 500 and Nasdaq Declined, Encouraging Numbers from Core CPI, and more..

 

Monday, August 7, 2023

August 7, 2023 Weekly Market Update : Federal Debt Rating Gets A Downgrade, S&P 500 And Nasdaq Finish Well Into The Red, and more..

 

Monday, July 31, 2023

July 31, 2023 Weekly Market Update : Equities Mostly Up, Another Interest Rate Increase, and more..

 

Monday, July 24, 2023

July 24, 2023 Weekly Market Update : DJIA Increased 2.08%, The S&P 500 Also Rose, While The Nasdaq Slighlty Dipped, Housing Hits a Bump, and more..

 

Tuesday, July 18, 2023

Some takeaways from the June Consumer Price Index (CPI) report to help put inflation in a better perspective.

 

Monday, July 17, 2023

July 17, 2023 Weekly Market Update

 

Monday, July 10, 2023

July 10, 2023 Weekly Market Update

 

Monday, July 3, 2023

July 3, 2023 Weekly Market Update

 

Monday, June 26, 2023

June 26, 2023 Weekly Market Update

 

Tuesday, June 20, 2023

June 20 , 2023 Weekly Market Update

 

Monday, June 12, 2023

June 12 2023 Weekly Market Update

 

Monday, June 5, 2023

June 5, 2023 weekly market update

 

Monday, May 29, 2023

Memorial Day 2023 weekly market update

 

Friday, May 26, 2023

Wishing you a meaningful Memorial Day

 

Monday, May 22, 2023

May 22, 2023 weekly market update

 

Monday, May 15, 2023

May 15, 2023 weekly market update

 

Monday, May 1, 2023

May 1, 2023 weekly market update.

 

Monday, April 24, 2023

April 24, 2023 weekly market commentary.

 

Thursday, April 6, 2023

Life insurance can be confusing. In this blog we've chosen to shed some light on a few of the different types of coverage options available in the marketplace and what you may want to consider when choosing a policy.

 

Thursday, September 15, 2022

We've highlighted a few important details regarding Student Loan Debt Forgiveness.

 

Friday, August 12, 2022

Happy National "Make a Will" Month! Call us or stop by to celebrate if there is anything that we can do for you, or someone that you care about.

 

Tuesday, August 2, 2022

Whether our economy enters into a recession or not, it remains important that we understand our unique investment goals and individual tolerance for risk. Communication is also important and we look forward to chatting with you soon.

 

Thursday, July 14, 2022

The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...