Posted by & filed under Investments, Personal finance.

Omicron variant. The arrival of the Omicron variant of COVID-19 sent a jolt through the equity markets the Friday after Thanksgiving. We have seen the market react to news of new COVID-19 variants in a similar fashion as this disease continues to evolve along with our treatments and vaccines. The shortened trading day and lighter Read More

Posted by & filed under Investments, Personal finance.

Earnings in the spotlight. Corporate earnings have once again taken center stage in the market movements as companies continue to deliver strong revenue and earnings growth. Positive earnings were expected and seem to be providing some much needed stability to the markets following a more volatile September and early October.  Inflation anxiety. Inflation is still supplying Read More

Posted by & filed under Investments, Personal finance.

Political dysfunction in Washington. Divisions in Congress continue to rage as efforts to address the looming debt ceiling and pass the bipartisan infrastructure package remain stymied. Senate Republicans refuse to raise the debt ceiling in order to pay for expenses previously appropriated, and spent, by Congress. An intraparty hostage situation is taking place between the moderate and Read More

Posted by & filed under Financial Planning, Investments, Personal finance.

The notion of financial freedom has evolved quite a bit recently. Wealth accumulation alone no longer dictates whether someone is successful. Instead, it has become less about the amount of money in your bank account and more about your purpose-driven financial lifestyle. Projecting an appearance of wealth is far less important to many Americans. Utilizing Read More

Posted by & filed under Investments, Personal finance.

Federal Reserve walking a tightrope. Federal Reserve Chairman Jerome Powell continues his reassurances that the punch bowl will not be removed yet. While he has indicated his inflation criteria have been achieved, his full employment criteria have not. Fed Chair Powell is walking a fine line indeed, as inflation worries have begun to concern other economists. Yet Read More

Posted by & filed under Financial Planning, Retirement.

The pandemic has caused us all to reevaluate our life trajectories. The desire for flexibility to pursue passions and interests outside of employment has increased dramatically. Many people have added early retirement to their list of financial aspirations. If you are dreaming of leaving the workforce early, it is an absolute must to map out Read More

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