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Thursday, July 21, 2022

The annual inflation rate for the United States was 8.6% for the 12 months ended May 2022, marking the largest annual increase since December 1981.1  While there are different ways to measure...

Tuesday, July 19, 2022

Not having positive money management habits can have a severe impact not just on your current finances but also on your future finances. Creating and sticking to good habits can help you feel more in control and give you a sense of confiden

Wednesday, July 13, 2022

Whether you recently retired or are planning to in the months ahead, you may be wondering how current financial and economic conditions may impact your plans. Do you need to adjust...

Friday, July 8, 2022

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

Wednesday, July 6, 2022

Investor Bearishness Continues U.S equity markets gave back some gains from last week as investors fear a possible recession and Fed tightening. However, going into the long weekend the S&P 500 did pare some losses, gaining 1.06%.

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Tuesday, July 5, 2022

Throughout your life, you’ve likely dreamt about what your retirement will look like. There are many possibilities about what you can do with your time, where you can live and what your income and finances will look like.As you...

Thursday, June 30, 2022

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.If you zoom out a bit in history, most investors haven't...

Thursday, June 30, 2022

Recession Fears Subside U.S. stocks rebounded from three weeks of declines as equity sentiment was bolstered by comments from Fed officials while a reading on inflation expectations eased. St. Louis Fed President Bullard said worries over a

Thursday, June 30, 2022

The Federal Reserve has taken an aggressive stance toward inflation by raising the key interest rate by three-quarters of a percentage point.

Monday, March 7, 2022

Wednesday, January 19, 2022

Stocks were under pressure all week as investors grappled with higher bond yields and talk of possibly four rate hikes this year. Initially, intraday declines would bring out buyers and pare the losses. Investors were particularly heartened

Thursday, March 25, 2021

The Cetera Advanced Planning Group has released an overview of the American Rescue Plan Act of 2021. This provides explanation and analysis on how this may affect your financial planning interests.This overview provides information...

Thursday, March 4, 2021

Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...

Thursday, February 27, 2020

What Should You Do About The Coronavirus And Stock Market Volatility?The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800...

Thursday, November 7, 2019

As Featured in Mind + Body Magazine (No. 4, Fall 2019)... People save for a variety of things in retirement. Some dream of vacation homes in tropical destinations, others plan to spend time with grandchildren and family. Of all the...

Monday, February 11, 2019

Congratulations! You landed your first job and you’re settling in, putting your knowledge, skills and creativity to use in the ways you’ve always dreamed about. Believe it or not, now it’s time to start planning for...

Sunday, January 13, 2019

No matter if you have just started saving for your future or you are preparing for retirement, market volatility is an issue that can make investors fearful. The important thing to remember, however, is that it is often a normal part...

Tuesday, December 18, 2018

Turn on the television, search the web, talk to a co-worker, the message seems the same. Just in time for Christmas, we may be in a “Scrooge Market”. People are fearful right now, and the markets show it. With the Dow, S&P,...

Friday, September 21, 2018

The financial profession spends a substantial amount of time discussing the topic of retirement planning. However, I’ll be one of the first to admit that the profession focuses too myopically on the premise that retirement...

Tuesday, June 26, 2018

Over the last ten years, I’ve witnessed the substantial opportunities young professionals have when they take time to consider and review a few financial planning issues early on. Although these five examples sound simple, the...