This week the market saw very volatile moves. We cover this in today’s video understand what’s happening so you can be confident and stick with your financial plan.
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The Federal Reserve has made clear that higher interest rates are coming. How can investors and consumers best prepare for this new regime? We take a detailed look at what the Fed just did, how high interest rates might go, and how this impacts the economy.
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High healthcare costs in retirement can make or break your retirement plan. But how can we assess the impact on your retirement plan when there are so many challenges to estimating these future costs? This week’s post looks at these challenges as well as how we help clients stress test their plan for medical cost risks.
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Inflation is on fire with prices going up everywhere. Is there any relief from inflation on the horizon? In this month’s newsletter we look ahead to the rest of 2022 and speculate that we may have a brief respite from inflation.
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It’s time to do a really quick check of your beneficiaries. This is something that is really easily overlooked. I want to review some of the common accounts where you need to set a beneficiary because this is what states who inherits the funds that are in these accounts.
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There have been incredible performance divergences in the first quarter of 2022. Commodities have done great, but stocks and bonds have performed poorly. We review how each asset class has done so far this year and provide our view on how the rest of 2022 may play out.
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