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Midterm Elections and What to Watch in Market Moves

Published November 7, 2022 5544 Views

This past year alone we’ve had the war in Ukraine, rising inflation and a veracious bear market – should you think about the midterm elections?  Yes.  Let’s look at some key factors which could indicate a trend, have investors taking notice and see if midterm elections really do have any effect on e...

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Darkest Before the Dawn - 3rd Quarter Newsletter 2022

Published October 4, 2022 6922 Views

Individual investors are at their most pessimistic levels since March of 2009, according to a survey released by the American Association of Individual Investors. According to the survey, 61% of respondents felt the stock market was likely to drop further within the next 12 months. This sentiment ap...

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Understanding Dividend Stocks

Published September 13, 2022 6494 Views

Dividend stocks have recently become popular on Wall Street, with some investing in them in search of income to combat inflation or as a buffer against market volatility. In the second quarter of 2022, dividend payouts set a record despite economic slowdown, inflation, and rising interest rates, and...

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Back to School Survival Tips: From Pre-K to College

Published September 7, 2022 6670 Views

The school year has officially begun! Whether your children or grandchildren are heading into school for the first time, heading to college for the first time, and everything in between, it’s important to keep in mind that this is also a first time for parents. How should you continue to budget and...

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Retiring in a Down Market

Published September 2, 2022 5913 Views

If you’re considering retirement, either now or in the near future, you may be concerned about what a year of negative returns can mean for your lifestyle. The first few years can be critical to determining what is sustainable over the course of your retirement. However, research has shown that even...

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Stock Market 101: What are Growth and Value Stock

Published August 31, 2022 5333 Views

The Stock Market can be confusing and knowing how different types of companies are classified can help pare down some of that confusion.  Most companies can be broken down into one of two categories: Grow or Value.  Each focus on a different piece to return profit to their investors.  Both have thei...

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But Does It Feel Right? Why Relationship Building and Financial Planning Go Hand in Hand

Published August 26, 2022 5319 Views

It’s all in the relationship.  Today, more than ever, we are feeling the shift from antiquated structure to a flow of comfortable space in all aspects of our lives.  While there is need to acknowledge the changing times, it’s important to consider progress with thoughtfulness, precision, and through...

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Student Loan Cancellation and Updates to PSLF for Non-Profit, Government and First Responders. Does this apply to you?

Published August 25, 2022 5527 Views

Yesterday, President Biden announced that he will cancel student loan debt for millions of Americans. If you took out your loans prior to June 30th of this year and earn less than $125,000 per year (or $250,000 as a couple), you will have $10,000 of federal student loan debt forgiven. If you receive...

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Investing in a Recession

Published August 19, 2022 4961 Views

Should I buy the dip or move all my money into cold hard cash? By now, if you’ve been keeping up with the news, radio, this blog, or whispers at your local gas station and grocery store; you should have an idea as to what has caused inflation to rise and the factors that are making it burn hotter t...

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Inflation Expected to Cool Off in Coming Months

Published August 16, 2022 4222 Views

Since January, the American people have had inflation at the forefront of their minds; higher gas prices, higher costs at the grocery store, higher prices for raw goods have all spurred this major concern.  There may be a light at the end of the tunnel.  Since the release of the July price index, th...

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