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Investing in a Presidential Election Year
As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...
Read MoreWeekly Market Insights: Fed Talk Boosts Stocks
Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates...
Read MoreMastering Your Finances During Deployment: A Tactical Guide
In the world of military deployments, financial stability is a critical component of overall well-being. As your financial advisor, I'm here to guide you through a strategic plan to stay in control of your finances during deployment....
Read MoreWeekly Market Insights: Second Week of Stock Retreat
Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after...
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SECURE Act 2.0 Includes New Provision On Special Needs Trusts
Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...
Read MoreWeekly Market Insights: Markets Take a Breather After Mixed Week
Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble Stocks had a rough start to the week, with the Dow, S&P 500, and...
Read MoreWeekly Market Insights: Tech and AI Lead Another Advancing Week
Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with...
Read MoreWeekly Market Insights: Stocks Hit New Highs on AI's Promise
Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy. Stocks Rally to Record Highs Stocks...
Read MoreHow Much Life Insurance Do You Need? A Guide for Financial Security
One of the greatest gifts you can give your family is adequate life insurance. Your life insurance coverage is designed to provide your loved ones with financial support in case something happens to you. In this guide, we will explore...
Read MoreWeekly Market Insights: Market Retreats on Inflation, Economic Reports.
Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...
Read MoreThe Psychology of Love and Money
Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...
Read MoreWeekly Market Insights: S&P Hits Record High
The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...
Read MoreRules and Regulation Changes That Could Impact Your Finances in 2024
In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...
Read MoreWeekly Market Insights: Investors Move Past Mixed Fed Message
Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...
Read MoreThe Big Game Indicator and Other Unusual Economic Theories
It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...
Read MoreNavigating Military Retirement: A Comprehensive Guide to Your Benefits
As a financial advisor committed to supporting our valued military clients, I understand the importance of demystifying the complexities of retirement benefits. Transitioning from a military career to civilian life involves a series of...
Read MoreWeekly Market Insights: Big Win For Big Tech
Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Stocks Dip, Then Rally Stock prices dropped early in...
Read MoreWeekly Market Insights: Investors Begin to See the Light in Upbeat Week.
Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...
Read MoreMajor Tax Changes Looming: Are You Ready?
With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...
Read MoreWeekly Market Insights: Investors Enter 2024 in Doubtful Mood
Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...
Read MoreWeekly Market Insights: S&P Ends 2023 Up 26%
Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for...
Read MoreWeekly Market Insights: Stocks Rally on Fed, Inflation News
Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard &...
Read MoreWeekly Market Insights: Stocks Spark Late Week Rally
A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The...
Read MoreEconomic Note: GDP Surprises, Fed Hikes, & Consumer Confidence Improves
We've reached an interesting point in the economy and economic narratives. The economy and market have defied 18 months of expectations for a recession with strong job growth, consumer spending, and corporate earnings -all with...
Read MoreTakeaways from a Busy Two Weeks in Markets
Interest Rates. Interest rate volatility increased in early July, with Treasury yields spiking and then round-tripping back to their starting point. The volatility is occurring as the market attempts to figure out where yields should...
Read MoreEconomic and Market Update
As we enter the second half of 2023, we wanted to provide a few thoughts on the economy and markets. After a strong start to the year, stocks shrugged off bank woes, debt ceiling gridlock, and recession jitters to turn out a powerful...
Read MoreWaiting… for what?
The market is growing impatient as it waits for the long-anticipated recession, while the list of perceived positive catalysts grows. The Fed is nearing the end of its tightening cycle. Inflation, which has been the primary focus since...
Read MoreThis Again (the Debt Ceiling)
The U.S. debt limit, also known as the debt ceiling, is back in the news. The debt limit is the total amount of money that Congress has authorized the U.S. government to borrow. In order to increase the debt limit, the legislative cap...
Read MoreUnpacking Recent Macro Headlines
The first two weeks of May were filled with macro headlines and data releases. Bank turmoil is back in the headlines, the Fed is hiking rates, and data indicates the U.S. economy remains stronger than expected. Below is a summary of...
Read MoreA Simple Explanation of Recent Bank Failures
What is going on with banks? As you may have seen in the news recently, a handful of bank runs (most notably Silicon Valley Bank) have led to a few bank closures, and concerns about the stability of the broader US financial system....
Read More4Q 2023 Market Commentary
It's hard to believe that we are now into the 4Q of 2023, with the holidays upon us! It has been an eventful year and quarter in the world and in markets and we have learned a lot from economic data trends and market reactions to them...
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