From experience and working with our clients, we know planning and saving for college can be difficult. It’s hard to know what the exact future values of tuition will be and what type of institution (private or public) your child will be going to down the line, which is why it’s always a good idea…
Given all the recent economic data and the current market downturn, you may be thinking about moves you should be making within your investment portfolio. While it’s important to revisit your asset allocation, risk tolerance, and time horizon during such a time, considering a Roth conversion is also a great idea. So let’s take a…
I am extremely honored to announce that today I was named on the Investopedia 100 list of the most influential financial advisors of 2022. The sixth annual Investopedia 100 awards program recognizes financial advisors who demonstrate an industry-leading ability to reach large and diverse audiences, and use their influence to foster financial literacy education in…
Has the increase in cost of living impacted your spending habits? Are you tightening your budget due to skyrocketing inflation? Well, you’re not the only one feeling the inflationary heat, many Americans are too, especially millennial millionaires. Inflation worsened in May, rising 8.6% annually, much higher than expected due to surging food, rent and energy…
The Federal Reserve announced at its meeting today they are increasing its benchmark interest rate by 0.75%, the largest increase we have seen since 1994 in order to combat Friday’s 4-decade high inflation report. We saw rates rise over the last few days following the hot inflation report as you can see in the chart…
Do you have questions about the markets and skyrocketing inflation? Well, we’re here to break it down for you. We have officially entered a bear market in the S&P500. The markets have gone down 8.9% in the last three days, which is a historic figure. Friday’s consumer price index (CPI) report revealed that inflation was…
New inflation data was released that reported a CPI increase of 8.6%, marking a 4-decade high. According to the WSJ, prices for energy jumped 34.6% from a year earlier and groceries increased 11.9% on the year. This rise was largely attributed to rising energy and food prices, which we have been tracking for a few…
Do you have a young child in your life that you want to save college money for? In honor of 5/29 day, it’s a great time to think about putting money aside for your grandchild’s and child’s future education. Also, great news, theres a new rule change that may be beneficial to you and your…
What a wild start to the year it’s been with inflation surging, the Russia-Ukraine war, and the Federal Reserve rising interest rates. When the world and country faces economic events such as these, the markets, just like the consumer, digest and respond. So, let’s take a look at how some of these economic events have…
After a two and a half year hiatus due to COVID-19, we were extremely excited to be back to host Beers with Brad on May 19th, 2022. It was great to gather with local centers of influence, peers, friends, and clients to discuss all the economic data we have been seeing and the market has…