May 2, 2025 | Financial Planning, Investing, Investment Planning
The financial health of consumers is an important indicator of the broader economy. Consumer spending represents about 70% of all spending across the economy, and steady purchases are one reason economic growth has exceeded expectations over the past few years....
Apr 29, 2025 | Financial Planning
Benjamin Franklin once said that “an investment in knowledge pays the best interest.” As many high school seniors prepare to make their final college decisions, families face one of the most significant financial commitments of their lives. The investment in higher...
Mar 28, 2025 | Business Owner Planning, Financial Planning, Investment Planning, Markets
The financial markets have entered correction territory as trade policy concerns create turbulence, particularly affecting technology shares. The recurring nature of these market swings may leave investors feeling trapped in a cycle of uncertainty. However,...
Mar 6, 2025 | Business Owner Planning, Financial Planning, Investing, Investment Planning, Markets
Trade headlines continue to weigh on markets as new tariffs go into effect. President Trump recently confirmed tariffs on Canada, Mexico and China, dashing hopes of more extensions or last-minute deals. Additional tariffs are expected in the coming months, including...
Mar 6, 2025 | Financial Planning, Retirement Income Planning
Will your savings last as long as your retirement? It’s a pressing question that keeps many Americans awake at night – and for good reason. The changing political, economic, and market environments can all impact retirement plans. A record number of people...
Feb 24, 2025 | Financial Planning, Investing, Investment Planning, Markets
Recent market swings have highlighted a gap between how investors feel and how markets have performed. As the famous Warren Buffett quote suggests, it has often been wise to be “fearful when others are greedy and greedy when others are fearful.” While this can...
