Oct 3, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning
Investors experience market swings as a normal part of investing, and this year has been no exception. While market declines – such as the tariff-driven sell-off – can be uncomfortable, they also create opportunities to invest at more attractive...
Sep 19, 2025 | Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management
The famous investing principle “don’t fight the Fed” was coined in the 1970s but has only grown in significance. The idea is simple: the Federal Reserve’s monetary policy decisions can have important effects on markets and the economy, so...
Aug 12, 2025 | Financial Planning, Investing, Investment Planning, Markets, Risk Management
For investors trying to understand the economy, recent reports have provided mixed signals, even leading President Trump to fire the Bureau of Labor Statistics commissioner. The latest jobs numbers showed weakness and negative revisions, but there are also signs that...
May 21, 2025 | Investing, Investment Planning, Markets, Risk Management
Moody’s recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status. Following Fitch’s downgrade in 2023 and Standard & Poor’s move in 2011, Moody’s decision to lower the rating from Aaa to Aa1...
May 19, 2025 | Retirement Income Planning, Risk Management
The cost of health care continues to climb with no signs of slowing down, making it one of the most significant expenses in retirement. A 65-year-old retiring today could spend approximately $165,000 on health care throughout retirement, according to recent estimates...
Apr 23, 2025 | Investing, Investment Planning, Risk Management
Just like in the stock market, greater uncertainty has led to swings in the bond market. These moves, driven by tariffs and a dispute between the White House and the Fed, have pushed interest rates and bond yields higher. While short-term volatility can often lead to...
