Posted by & filed under Investments, Personal finance.

Infrastructure deal. The bipartisan infrastructure deal has successfully made its way through the initial stages of legislating. Now comes the hard part – amending and securing a final successful vote in both the House and the Senate. While any number of significant hurdles may remain, the broad framework seems to be in place for this bill Read More

Posted by & filed under Financial Planning, Homeownership, Investments.

Homeownership has long been viewed as a major component of the American Dream, complete with the image of a quaint house, white picket fence and a friendly neighborhood. Renting tends to play second fiddle in our society, being seen as a temporary housing solution while people save for a down payment or otherwise financially prepare Read More

Posted by & filed under Investments.

Infrastructure deal. The bipartisan infrastructure deal has come out and is already in jeopardy of failing. The $1 trillion plan has caused much handwringing and negotiating between Republicans and Democrats over funding and spending levels. The Biden administration spent the last few days busily working to walk back the President’s suggestion that he would not sign the bipartisan Read More

Posted by & filed under Investments.

Q1 earnings recap. Now that 95% of the S&P 500 have reported 1st quarter earnings, it’s clear that corporate America is well on its way to a historically strong recovery. Not only are more companies beating their earnings but, as we said before, it’s by a historic margin. Yet the markets have stayed put for the month, with the Read More

Posted by & filed under Investments.

Earnings, earnings, earnings. Earnings expectations were high heading into this reporting season, and companies have not disappointed. Year-over-year comparable earnings were easy to beat but uncertainty still lingered. The markets are absorbing the positive earnings news with relief and trending higher. So far 84.6% of S&P 500 reporting companies have beaten their EPS estimates. More Read More

Posted by & filed under Investments.

People tend to harbor this notion that investing is all about stock picking, industry monitoring, and company analysis. What is so often left out is the human emotion side, which is arguably the biggest determinant of success in the investment world. Your investing comfort level is the key to productively putting your money to work Read More

Posted by & filed under Investments, Personal finance.

Interest rates march higher. Rates have continued their upward climb through March, a trend leading to sustained volatility in investment markets. Investors keep adjusting their portfolios to account for the rising rate environment. Want to dive into the nitty gritty? Find out why the recently rising rate on the U.S. 10-year note is adding to market jitters here. Ultimately, Read More