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SubmitBlog Tag: Investments
Retirement Blind Spots?
Oftentimes, when driving, you might give a little glance over your shoulder and start to switch lanes only to hear a horn and find someone driving in your blind spot. You move back over and keep heading in your lane. The question might be, “Were you able to get back over, get off on the […]
The Importance of Reviewing Your Homeowner Insurance Amid Rising Replacement Costs
As financial advisors, we often come across aspects of people’s financial lives from which others may benefit. This is one of those times that relate to any homeowner. As a homeowner, your house is likely one of your most valuable assets. It’s where you build memories, offer shelter to your loved ones, and, importantly, where […]
Election Fears
Two things they say you should avoid around holiday dinners are politics and religion. These are contentious subjects, to be sure, and when it comes to how we view our money, the first can often impact the decisions we make. The question is, as we enter a heated Presidential election in 2024, should it? As […]
What We’re Reading: Mid-Year 2024 Edition
Retirement, a phase of life many look forward to, is evolving in fascinating ways. From financial planning to lifestyle choices, staying abreast of the latest trends and insights is crucial for anyone approaching or enjoying retirement. Here’s a curated selection of recent articles that delve into intriguing retirement topics: 1. How to Vet the Financials […]
What We’re Reading – September and October Edition
WSJ – The Bond Market’s Message • Former member of the FOMC, Kevin Warsh, published this article explaining recent movements in the bond market. The article delves into the significance of the 10-year Treasury note, which sets interest rates that affect households directly. Walsh compares the impact of interest set by the Treasury versus shorter-term […]
What We’re Reading – August Edition
https://www.blackrock.com/us/individual/insights/blackrock-investment-institute/weekly-commentary A great recap from one of the largest asset managers in the world on how companies fared over last quarter’s earnings reports.
Funding Your Trust – Don’t Forget to Fund It
It is often a savvy estate planning move to create a revocable trust to avoid the probate process and associated costs. I see our clients do this quite frequently. It is important, however, that the trusts get funded, and your assets titled into the name of the trust. Failing to transfer all intended assets to […]
What Happened to the Silicon Valley Bank?
Over the past week there has been a of headlines about the recent failures of Silicon Valley Bank and Signature Bank. We wanted to take time and address some of your concerns. The below piece, written by one of our internal partners Brett Jergens CFA®, CRP®, breaks down the situation and what is to come […]
What We’re Reading – February Edition
https://www.moodysanalytics.com/-/media/article/2022/slowcession.pdf Moody’s – Slowcession. Moody’s Mark Zandi coins a new term to describe the current economic landscape. Read to find out the strengths and weaknesses of the market and what’s in store for 2023. https://www.wsj.com/articles/consumer-spending-inflation-economy-11675093472 Wall Street Journal – The U.S. Consumer Is Starting to Freak Out. The U.S. consumer influences approximately 70% of the […]
What We’re Reading – Year End Edition 2022
https://www.morningstar.com/articles/1128280/small-cap-stocks-are-really-cheap Morningstar – Small Cap Stocks Are Really Cheap We’ve made changes in our portfolio over the last year to take advantage of certain asset classes that are at historically attractive levels. Small Cap U.S. stocks are one of those asset classes. This is a good read on what makes them cheap compared to historical […]