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Friday, December 22, 2023

Once again, the year has flown by! In these final weeks of the year, our thoughts often turn to the comforts of home and family — of sharing good cheer with neighbors, friends, and loved ones. In that spirit, I would like to...

Wednesday, December 20, 2023

Fed Chair Powell finally made his much-anticipated “pivot” at the close of the Fed’s two-day December meeting, saying he sees short-term rates heading lower next year. Perhaps much lower. Surprised but excited, the...

Thursday, December 14, 2023

In economics, there are lead indicators and lag indicators. But often, the coincident indicators–stats that show the current state of the U.S. economy–tell the best stories. The Conference Board reports that a record-high...

Friday, December 8, 2023

Anyone with an interest in financial happenings may have noticed more than a few mentions of “gold" in the news. Sure, some view it as a key asset to hold during periods of market volatility, but that doesn't quite explain the...

Tuesday, November 14, 2023

It is time for Thanksgiving – a moment to appreciate all that we have, and a day to appreciate the family and friends that enrich our lives. We look forward to the coming year with anticipation and a holiday season that offers...

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Tuesday, November 14, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Monday, October 23, 2023

You may have heard the idea that the Fed is trying to “thread a needle” with the economy by raising interest rates to slow growth but not cause a recession. Well, we’re at crunch time with that plan. We’re at...

Tuesday, October 10, 2023

The Fed’s ongoing pledge of “higher interest rates for longer” has rattled financial markets and raised the cost of everything from mortgages to credit cards. Now adding to tensions are the recent events in the...

Friday, October 6, 2023

If you're a fan of Warren Buffett, you'll recognize this quote: "Be fearful when others are greedy and greedy when others are fearful." In recent weeks, the investing outlook has become a bit murky, which has led some people to let...

Monday, September 25, 2023

In light of the recent cyberattack in Las Vegas, I want to address an increasingly critical issue in today's digital age: cybersecurity. Hackers are increasingly using a tactic known as "social engineering," which involves hacking...

Tuesday, September 12, 2023

As we approach the back-to-school season, I wanted to discuss an important topic that might be on your mind: the cost of education. Whether you have children or grandchildren preparing for college or considering furthering your...

Friday, August 11, 2023

August is Make a Will Month, a time dedicated to strategizing for the future. You may have seen in the news that Aretha Franklin's loved ones are still caught in a legal battle due to the existence of multiple wills. The lesson from...

Wednesday, June 28, 2023

The Fourth of July is nearly here, one of the high points of summer in America.All of us will have the chance to celebrate our democracy, our diversity, our personal freedom, and our liberty to pursue our goals and dreams.Enjoy the...

Wednesday, June 28, 2023

Market timing is exhausting. And sometimes, it can be expensive. When you time the markets, you have to be right twice – first when getting out and second when getting back in.In the accompanying chart, you can see individual...

Friday, June 16, 2023

Here’s a riddle. “I’m a two-word phrase that we heard almost every day for two years, but it has dropped from almost all economic talk in 2023?”Answer: Supply chain.As you can see from the accompanying chart,...

Thursday, June 1, 2023

What is a bull market, and more importantly, who determines if we are in one?Technically speaking, a bull market is defined as a 20% gain in a stock market index, such as the Standard & Poor's 500, from a closing low.So are we in one?...

Wednesday, May 17, 2023

Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now.Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be...

Tuesday, May 2, 2023

Financial markets can be challenging to understand. And when markets enter a “bad news is good news” cycle, it becomes even more challenging to follow along.Stock prices rallied at the end of April after the Commerce...

Tuesday, April 18, 2023

Over the next several weeks, we will hear from corporate leaders as they update investors on their first-quarter financials and provide a glimpse into the rest of the year.But this quarter, the actual financial results may be of only...

Friday, March 24, 2023

As the financial markets sort through the banking sector's issues, speculators have adjusted their outlook for interest rates for 2023 and beyond.In the first table, you can see that on March 3, speculators were expecting the Federal...

Monday, March 13, 2023

For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting.Last month, Fed Chair Powell confidently told Wall...

Thursday, February 23, 2023

The time following Valentine's Day has always served as a reminder that Spring is on the way. The days are getting longer, the birds and the bees are doing their thing, and people everywhere are thinking about future travel and...

Wednesday, February 8, 2023

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...

Friday, February 3, 2023

January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder. Here are a few...

Thursday, January 26, 2023

The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...

Thursday, January 12, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Thursday, December 29, 2022

A new year is on the horizon. Each day that comes presents something new and exciting both for you and the people in your life.Is this the year you open the door to something new and exciting? Embark on some new travel adventure? Or...

Tuesday, December 13, 2022

The financial markets are complex systems. They can move from one event to the next so quickly that it's hard to know what’s driving prices.For example, look at the roundtrip oil prices in the chart below.Oil prices surged to...

Tuesday, November 15, 2022

October's Consumer Price Index (CPI) had some encouraging news for investors, but others asked, "Is this a game changer or another head fake?"While it's a bit early to know the answer, it was great to see that inflation rose at a...

Thursday, November 3, 2022

You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors?Retail investors often do the wrong thing at the wrong time. But this year,...

Thursday, October 27, 2022

I’ve always been a little cautious when people say, “it’s different this time.” But the table below suggests the Fed is approaching 2022’s inflation differently than other financial events in recent...

Thursday, October 20, 2022

With inflation hovering near 40-year highs, some investors are looking for investments that keep pace with rising prices. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation...

Thursday, September 22, 2022

You may have heard the expression, “You can talk yourself into just about anything.” If that’s true, corporate America better watch out.As publicly traded companies report quarterly sales and earnings, they often...

Friday, September 9, 2022

September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life.Here are some ways to quickly evaluate your...

Wednesday, August 31, 2022

We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...

Wednesday, August 24, 2022

I’m hearing a lot of mixed messages these days about the economy. Some headlines say we’re already in a recession; some say one is looming. Others hint that we’ll avoid a recession and have a soft landing. It makes...

Thursday, August 18, 2022

Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...

Tuesday, August 9, 2022

"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent...

Monday, August 1, 2022

Sometimes, it’s a good idea to get a second opinion.And this may be one of those times.Government reports are telling a rather bleak story about the economy. The headlines talk about high inflation, rising interest rates, and a...

Thursday, July 21, 2022

Stop me if you heard this already—roughly half the population wasn’t alive last time inflation was at this level.It’s true. According to IMDb.com, Raiders of the Lost Ark was the #1 movie at the box office the last...

Friday, July 15, 2022

Summer travel is picking up this year. If you’re headed to Europe, you may notice that you get more bang for your buck.Why is that?For the first time in almost 20 years, the U.S. dollar and the euro have reached parity. Souvenirs...

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, June 22, 2022

Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data.The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq...

Friday, June 10, 2022

The number one question I’m hearing this week is, “When are we going to see the stock market reach a low point?” In spite of recent volatility, my answer remains the same: rather than timing the markets, focus on time...

Wednesday, June 8, 2022

Some gloomy headlines are coming out of Wall Street lately. Have you noticed?In recent days, I’ve read things like “Brace yourself for economic hurricanes” and “Wall Street investor survey paints a dire outlook...

Thursday, May 19, 2022