We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Financial Goals: Are We There Yet?[Video]
[Video] Financial Goals: Are We There Yet? | Do you know what your end goal looks like?
Economic Insight From Restaurant Booking Trends
On a recent trip to Tennessee my family and I enjoyed our first sit-down visit at a restaurant in over 3 months. It was awesome to eat some good food AND not have to clean dishes! What economic insights can we get from restaurant booking trends? One of the biggest casualties from COVID is the…
Investing Based On When You Need Your Money [Video]
One way to invest is by determining what the time horizon of your financial savings goal is.
Stock Market Volatility Brings Opportunities
When stocks are volatile, how can investors take advantage of new opportunities? 2020 has been a great test case in how stock market volatility brings with it new opportunities.
Should You Refinance Your Home? [Video]
Should you refinance your mortgage? This is a question we’ve been getting more and more frequently as interest rates have come down. But like any good financial planning answer – it really depends!
Financial Market Update: The Recovery Continues [Video]
The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…
State of the Stimulus
How has the coronavirus stimulus helped the economy? There are still funds to be deployed but a second stimulus package is likely needed.
Financial Market Update: The Recovery Continues [Video]
The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…
What To Do With Your Estate Planning Documents[Video]
Great job! You’ve gotten your estate planning documents done and you are ready to get to the next step. But what is the next step?
Consumer Expectations Improving
This week we received survey data on the state of consumer confidence in the U.S. The punchline: Consumers are feeling a bit better. The Conference Board publishes a monthly survey of consumer confidence. As you might imagine, confidence slumped mightily in March and April on the back of the COVID-19 scare. But May’s survey points to…
Financial Market Update: There’s Good News Out There! [Video]
Since mid-April, the market has been surprisingly stable. Let’s take a look at some indicators of future projections, updates to the CARES Act, and other resources for your business and personal taxes. This 20 minute market update is for the week of May 27, 2020: Market & Economic Update Tax Update (Business…
Financial Planning Getting Organized! Know Sooner, Rather Than Later [Video]
I’d like to give you a sneak peek into one of the steps when we start working with a client – it is that you give us some information for financial planning. I’m just going to show you some of the items that you give us. We need to get some information from you so…