Weekly Financial Market Updates

Market Bottom

How and Why Markets Bottom

June 16, 2022

Stocks are officially in a bear market. What does that mean and more importantly, when will markets bottom? Our topic this week is the anatomy of a bear market, specifically looking at how and why markets bottom. We’re reminded that there’s a price for everything, which puts a floor under the value of many stocks.

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Tax Season Review

Tax Season Review

June 9, 2022

The 2021 tax season is officially behind us! Over the past few years there have been unusual factors making tax preparation and planning more challenging than ever.

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Economic cycles

Understanding Stock Market & Economic Cycles

May 26, 2022

Do you remember what an economic cycle looks like? In this week’s post we help you understand stock market & economic cycles and what they mean for investors.

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Market Update May 2022

Market Update May 13, 2022 [Video]

May 13, 2022

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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Higher Interest Rates are Coming

Higher Interest Rates are Coming

May 5, 2022

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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healthcare in retirement

High Cost of Healthcare in Retirement

April 21, 2022

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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