Investing

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Financial Goals: Are We There Yet?[Video]

[Video] Financial Goals: Are We There Yet? | Do you know what your end goal looks like?

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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.

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Fee Only Financial Advisor Deer Park Stock Market Volatility Brings Opportunities

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.

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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…

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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…

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Are Negative Rates Coming To The US?

Are negative interest rates coming to the United States? The Federal Reserve says “no” but we wouldn’t write the prospect off just yet.

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