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!
Investment Impact of Ukraine Invasion
No doubt you’ve been watching the escalating situation with Russia and Ukraine. Here’s two observations for investing in uncertain times.
Consolidating Retirement Accounts [Video]
[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?
Don’t Get Surprised By Inflation! [Video]
Inflation is something we watch closely and have written about many other times. The cost of something in the future will likely go up.
Is the 60/40 Portfolio Dead?
Is the classic 60/40 portfolio for retirees dead? Many commentators believe so. We’re not convinced the 60/40 portfolio is dead, but discuss why people are saying this and what we recommend to current retirees.
Financial Love Skill [Video]
With Valentine’s Day, I want to share the acronym L.O.V.E. This financial love skill, can help make you successful in your financial plan.
Financial Planning & Investment Newsletter
First Quarter 2022 Financial Planning & Investment Newsletter| Will Value Stocks Beat Growth Stocks in 2022?| Get Organized: Your Accountant Will Thank You!| and more!
Central Banks Signal Higher Interest Rates are Coming
Global central banks are making it clear that higher interest are coming. This is a significant shift in the investment environment, one we haven’t seen in 15 years. What does this mean for stock and bond markets and what can you do in anticipation of more volatile markets?
What’s the Impact of Higher Interest Rates
The Federal Reserve is making clear that higher interest rates are coming. But what does that mean for investors and consumers? This week’s post looks at what impact higher interest rates may have on your finances.
Prepare for your tax returns using FORMS [Video]
It’s tax season and everyone’s thinking of everything they need to get ready for their accountant. I want to help you prepare for your tax return with an easy system to remember all the things you need to pull together.
Will Value Stocks Beat Growth Stocks in 2022?
As we head into 2022, a key question on the minds of many investors is: Will Value stocks beat Growth Stocks? Find out what the difference between growth and value stocks is, and why we think value stocks may finally start outperforming growth.
Investment Themes to Watch Heading Into 2022
There are major economic shifts underway as we head into 2022, which have big implications for the economy and investors. Read about what the key issues we’re watching and what it might mean for the stock market.
December 2021 Financial Planning & Investment Newsletter
Financial Planning & Investing Newsletter December 2021 | 2021 Investment Returns Review| Charitable Donations & Contributions [Video]
