Articles and news updates covering financial planning topics that may be of interest to our clients.
Items of Interest Energy Came in First ESG (Falling Out of Favor) The Rise and Fall of Crypto Inflation Federal Reserve (A Bumpy Landing) Another Recession? Midterm Election Results Housing Market Trouble 2022 in Review Looking Ahead to 2023 Market Overview The fourth quarter of 2022 was the only positive quarter of the year [...]
Items of Interest Energy is Still on Top Crypto (Unable to Rise) Update on Ukraine Inflation is Sticky Federal Reserve (Raising Too Late?) Recession or Depression Midterm Elections Consumers vs. Savers Housing Market Freeze Market Overview The third quarter of 2022 was a wild ride of a 12% gain followed by a 16.75% decline, [...]
Contentment and joy outside of circumstances is the key. The love of money is the root of all evil, not money, but the love of it. Things may seem to be going our way until something happens that is out of our control. Money can control many things, but what about a sickness that [...]
Items of Interest Energy Takes the Top Spot Covid-19 Deceleration & Vaccination Changes The Change in Employment Standards Inflation and the Federal Reserve Government Spending Curbed Nvidia and the Omniverse Market Overview The fourth quarter of 2021 ended in gains for the financial markets. All eleven market sectors ended up, which is a rare [...]
Why Financial Planning is More of an Art than a Science Every stage of life has some bearing on a financial plan. As a Certified Financial Planner™, in addition to being a Certified Public Accountant, I am governed by high standards in my profession to help people meet their financial goals and to have access [...]
