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How Education Planning Fits into Your Financial Plan
Every year, May 29th brings renewed attention to 529 plans. They are powerful, tax-advantaged tools for saving for your child or grandchild’s education, offering tax-free growth and withdrawals when used…
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Inflation, Recession, Bear and Bull Markets: Facts and Advice
A bear market is a period of time during which securities prices drop by 20% or more over a period…
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Macroeconomic View & Markets
The U.S. economy continues to be quite strong, but there are signs the anticipated slowdown is emerging. Overall, the economic…
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Bear Market Planning Moves
We have all felt some level of discomfort with the market plunge this year. There could be moves to make…
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Higher Prices and Inflation-Part II
Since our last Commentary, a lot has changed on the inflation front. At that time, we discussed 6 key reasons…
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Macroeconomic View & Markets
As expected, for the first time since 2018, the Federal Reserve raised the Fed funds rate by 25 basis points…
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Is Your Cheaper Premium Worth It?
Whether it’s health, auto, homeowners, or life, advertisements abound for cheaper insurance premiums. Cash flow cannot be ignored but there…