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!
Your Beneficiaries Matter: Check Who They Are [Video]
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.
Incredible Performance Divergences in First Quarter 2022
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.
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.
Higher Interest Rates are Coming
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.