Blog
One of the main reasons we became financial advisors was to educate people about their finances. That is also the goal of starting a blog! We hope that there is something for everyone - whether you are just starting out life as an independent, figuring out finances after marriage, planning for your retirement, or beginning to think about how you'll leave a legacy.
If there is a topic you would like us to cover, let us know and we will be sure to cover it!
Catch-Up Contributions Are Changing — Here’s What You Need to Know Before 2026
Wondering why your catch-up contributions might look different starting in 2026—and what ketchup and french fries have to do with it? Dive in to see how a new rule could affect your retirement strategy.
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Will the Fed Cut Rates in 2024?
When does the phrase “no hurry” turn into “not in 2024?”. Expectations at the beginning of 2024 was that the fed would cut interest rates, but there isn't enough to be confident for a rate cut.
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Weekly Market Insights: Stocks Rally on Fed, Inflation News
Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally.
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Weekly Market Insights: Stocks Spark Late Week Rally
A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began.
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Weekly Market Insights: Stocks Rise as Bond Yields Fall
A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the week. The MSCI
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Weekly Market Insights: Short Week Strong for Stocks
Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%. The...
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Weekly Market Insights: Stocks Rally Friday; Powell Cautious On Progress
A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...
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2023 Federal Fiscal Year Summary
The federal government’s fiscal year just ended, and the Treasury department reported the summary of the 2023 Fiscal Year. Here are the highlights… I mean, lowlights!
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Weekly Market Insights: Stocks Rise, Jobs Cool
Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...
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