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

Unprecedented. A virtually nationwide lockdown to mitigate the ongoing spread of disease. The inability to be anywhere near one another for fear of transmitting the virus. The astronomically negative impact on our healthcare system. The gut punch to the U.S. economy and the global marketplace. Yes, most everything at this present moment is aptly described Read More

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Pandemic causes economic freefall. The markets are responding to the rippling effects caused by the continued spread of COVID-19. The broadening self-distancing and containment efforts of major global economies are having a profound impact on all levels of commerce. The economy has ground to a halt at the local, state and federal levels here in the Read More

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How quickly things can change. The past few weeks have been unprecedented. The health crisis of COVID-19 has permeated our daily lives and will continue to do so for the foreseeable future. This abrupt transformation is creating drastic economic uncertainty. Investors are revaluing what the next 12-18 months look like for companies and their earnings. Most Read More

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

People often waver on when to hire a financial advisor. Culling through the plethora of general financial and investment advice on Google may do the trick for years. Chatting with close friend and family circles can be helpful. Yet there still may be an underlying hesitation, fear, confusion, or lack of confidence on how to Read More

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Coronavirus hits the globe. Covid-19, the Coronavirus that originated in Wuhan, China is now spreading throughout the world. The continued uncertainty is starting to materially infect the global economic system. The virus appears to be easily transmitted and governments are grappling with containment. Quarantines are in place. Travel to and from afflicted areas is prohibited. Throw in Read More

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Ever kept a financial secret from your partner? Hidden debts, undercover bank accounts, secret credit cards, high risk investments – they’re more common than you might think. Actually, the statistics are pretty grim. Financial infidelity occurs in roughly 40% of American relationships. Considering money woes are one of the top reasons for divorce, facing these Read More

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Phase One. Done. The United States and China finally came to an agreement in an attempt to de-escalate the ongoing trade war. The parameters of this Phase One deal? The U.S. hit pause on more tariffs in return for China agreeing to purchase additional agricultural products. The two countries have many more trade issues waiting in the Read More

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Financial wellness is so much more than being able to pay your bills on time. It’s whether you’re in control of your financial destiny and feel good about your overall situation. To start a brand new year with an improved financial well-being, it helps to get a bit of leg work done now. We all Read More

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

Sustainability, whether something has the ability to last, comes in many different forms. When you’re talking financial sustainability, it’s all about finding the right balance. Are you able to live for today and plan for tomorrow? Can you be content with your lifestyle now and make positive steps toward a life you’re dreaming of sometime Read More