What’s moving the markets?
Good market vibes. Positive earnings, lower inflation and the cooling job market combine to adjust the market’s forecast of further Federal Reserve interest rate hikes. As the root of recent market… …
The “sandwich generation”: Financially stuck in the middle
The “sandwich generation”: Those Americans thrust into the precarious position of financially juggling young children and elderly parents. Lots of older Millennials and Gen-Xers are finding themselves in this bucket,… …
What’s moving the markets?
Bond market mayhem. The bond market had a year to forget in 2022. 2023 is shaping up to be more of the same. Strong economic data and ballooning U.S. debt… …
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…. …