Weekly Financial Market Updates

Stay Diversified FROM Your Employer

July 15, 2021

Why to stay diversified. If you invest in your company’s retirement account or choose your own investments what do you really own?

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Investors Are Piling Into Stocks at a Record Pace

July 8, 2021

Investors are piling into stocks at a record pace in the first half of 2021. See how remarkable the first half of the year has been, and hear our thoughts about the dangers of chasing the crowd.

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Advanced Child Tax Credit

Advanced Child Tax Credit Decision Time

July 1, 2021

Time to make the Advanced Child Tax Credit Decision! Here is a general analysis and how you may want to respond to receiving these credits.

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Mid Year Review of the Investment Landscape

June 24, 2021

We’re at the half-way point of 2021, so now’s a good time for a mid-year review of the investment landscape. What’s working, and what’s not working in 2021?

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Federal Reserve Monetary Policy

Federal Reserve is Boxing Itself Into a Corner

June 17, 2021

With inflation on the rise, we believe the Federal Reserve is boxing itself into a corner about future monetary policy. See why we believe it will be hard for the Fed to raise rates, even if inflation takes off.

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2021 Child tax credit

2021 Advanced Child Tax Credit: What It Means For Your Family

June 10, 2021

Another round of cash is coming for families with young children! Here’s what the 2021 Advanced Child Tax Credit might mean for your family.

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