Pre-holidays financial wellness tidy up guide
Believe it or not, the holidays are right around the corner. We all know how the end of every year tends to go – in a frenzied sprint, leaving most… …
What’s moving the markets?
Rising interest rates. The current position of the Federal Reserve on interest rates? Higher-for-longer, which has led to a significant adjustment in investor and market expectations regarding when, and by how much, the Fed would… …
“Can I buy my boat?” – The splurge question
The splurge question comes my way quite often. Not always about a boat of course. Sometimes it’s a luxury car, a home renovation, the vacation of a lifetime, a second… …
What’s moving the markets?
China slowdown. The headline that China, the world’s second largest economy, is slowing down may initially create some heartburn for investors. A deeper dive shows that there may be some… …
Financial unwellness: Taking a step back matters
If you’ve been following the blog, you know we’re big believers in making sure your finances are on the right track. Even if you’re not exactly in the perfect spot (most of… …
What’s moving the markets?
Corporate Earnings. Q2 corporate earnings have begun to come out in earnest. While expectations have been lowered heading in, it seems that the markets are already looking to the future… …
Saving for your fun goals
We all have fun goals we dream about: traveling to a new destination, checking off a bucket list item, purchasing something extravagant, or going all out for a special occasion…. …
What’s moving the markets?
Economic strength and consumer resilience. The latest economic data is continuing to underscore the strength of the U.S. economy, which may come as a surprise to many naysayers. Plenty of… …
Healthcare budgeting with Health Savings Accounts (HSAs)
Managing your medical expenses effectively in today’s ever-evolving healthcare landscape is crucial. Healthcare costs continue to climb as an ailing and aging American population drives demand for services. Robust health… …
What’s moving the markets?
AI and uneven market returns. There is no denying that the S&P 500 and Nasdaq have marched higher in the first half of the year. The numbers might be a bit… …