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We understand that developing and following your financial plan is not your full-time job. But it is OURS, and we love our job. Every day is an opportunity to provide outstanding service to our clients. For Your Best Life, our specialties, include: - Retirement Planning - Investment Management - Financial Positioning - Estate planning - Insurance Planning - Risk Planning
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Recently, I took some time to get my ASA sailing certification. Spending 5 nights on a 40-foot catamaran with an instructor and a few other students was quite the experience. We all knew our end destination, but how we were going to get there was up to the students to determine. I worked with the others to review the charts, assess the weather, and deliver our plan to the captain. As it turns out,
Have you heard about the I Bond? It is making a name for itself because it currently offers an attractive yield to fight inflation.
I Bonds are inflation-protected savings bonds and are100% backed by the U.S. federal government...
Series I bonds are guaranteed by the US government as to the timely payment of principal and interest and offer a fixed rate of return and fixed principal value. Minimum term of ownership applies. Early redemption penalties may apply.
This month I share a blog from a group of economists that I routinely follow at First Trust Advisors L.P.
The Dow Jones Industrial Average fell more than 1,000points on Friday (8/26/2022), caused apparently by Fed Chairman Jerome Powell’s attempt to use a brief speech to channel the ghost of Paul Volcker. Obviously, this was part of the market’s worries, but the stage was set when the Biden Administration announced a student loan forgiveness program last week. The more we learn about this, the worse it looks.
As they say, “May you live in interesting times”. Russian forces invading Ukraine, oil prices skyrocketing, and market gyrations through the first 5-months of the year have created plenty of uncertainty. Let me provide some perspective as to why the markets have moved, where we are today, and a few thoughts for optimism at this point.