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Monday, October 24, 2022

Today our LPL Research team has highlighted the recession discussion in it's weekly market commentary (link provided below).Here's some key points to consider:If the economy enters a recession, the causes and potential outcome will be...

Tuesday, September 27, 2022

When my son graduated from UVA about 20 years ago, I shook the President’s hand and I said, “this handshake cost me $40,000.” Today the cost is closer $120,000 to $160,000. And I can get into the debate on loan...

Friday, September 23, 2022

This week in the market has been tough, even for the most seasoned investor.  The never-ending “noise” we’re hearing on the news doesn’t bring much positivity, despite us moving into cooler weather and the...

Monday, September 19, 2022

An IRA – it’s great retirement savings but remember how an IRA works: one receives a tax break now on the investment but must pay the taxes on the total amount invested plus all its earnings later when your money is...

Thursday, August 4, 2022

We've been keeping a close watch on financial news this past week, and there has been a lot to cover – let's review some of the highlights.Indicators we are continuing to watch…The Fed raised short-term rates by 0.75%,...

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Wednesday, July 6, 2022

Equities have been sliding since the beginning of the year as markets come to terms with the twin dragons of higher inflation and rising interest rates plus supply chain problems. For June, a capitulation move appears on the way with...

Wednesday, June 22, 2022

The following information is provided by Jeff Buchbinder, Certified Financial Analyst (CFA) and Equity Strategist at LPL financial research:A bear market is officially here thanks largely to stubbornly high inflation. For many of us,...

Monday, June 13, 2022

It's not surprising with all the news to find we are experiencing major market corrections after three years of unprecedented growth between 2019 through 2021. Our expectations were elevated to unreal expectations that burst at the...

Friday, May 27, 2022

Even elite athletes need rest days to stay healthy. Sometimes financial markets need to reset from record-setting performance, too. Here’s what you need to know about bear, or down, markets.1.  Watch for 20%: Market...

Wednesday, May 25, 2022

THE ECONOMY & MARKETAs of May 25, 2022 While it’s no surprise with all the news, the market is volatile this year. However, the economy is healthy and that’s the key to moving forward. Expect...

Tuesday, May 3, 2022

Monday, January 31, 2022

Monday, December 6, 2021

Thursday, November 18, 2021

With the holidays JUST around the corner, we wanted to send out a few useful tips for online shopping; especially with the ongoing rise in cyber criminal activity infiltrating our computers. There are days that savvy shoppers look...

Monday, October 11, 2021

Quantitative Easing (QE) is the Fed buying bonds to keep interest rates down and provide the economy with liquidity to continue doing business given impacts of Covid – 19 to businesses. Vaccines offer hope to the market for...

Monday, June 14, 2021

There seems to be a debate regarding inflation at-the-moment. Investors with optimism believe the Fed’s assessment of current inflation concerns is transitory while those that are pessimistic believe inflation will run rampant....

Friday, April 30, 2021

Most parents and grandparents know about the 529 educational accounts to help pay for school expenses. However, tax advantaged ABLE accounts are a relatively new investment option to help special needs children. Let's take a look at...

Wednesday, December 16, 2020

NEW LAW END STRETCH IRAs First, what is a STRETCH IRA? Simply it allows the beneficiary of an IRA to take a required minimum distribution (RMD) over the beneficiary’s lifetime. The value is continued tax-free growth which can...

Monday, November 2, 2020

Not surprising the market uncertainty is expected given the outcome of both the upcoming Senate and Presidential election tomorrow due to the uncertainty over future governmental policies. The polls are suggesting the Senate outcome is...

Wednesday, September 2, 2020

The presidential election will be upon us in two months. Investors are analyzing possible November outcomes. Based on the past election history (no guarantee), outcomes on the stock market annual rates of return suggest the market does...

Thursday, August 6, 2020

We hope this blog finds you well. According to a Kaiser Family Foundation Study in 2017, only 27% of American adults have completed a Living Will. These days, we've all been facing an unprecedented global crisis with COVID-19. Now,...

Thursday, May 28, 2020

Given the economic impacts brought on by COVID – 19, we feel it's especially important to be proactive with our spending and cash savings to reduce the impact of lower income from becoming disastrous. The following are some ideas...

Friday, May 8, 2020

None of us like to see our portfolios decline in value. Market volatility is unsettling and can rattle even the most disciplined of us. We've discussed that logically you know your financial plan asset’s mix should be adjusted...

Monday, May 4, 2020

I hope this finds everyone well and that you, your family is safe. Karen and I have been fielding many calls during this pandemic as we've stated in previous emails, however I wanted to post some reminders for us all....especially the...

Thursday, November 29, 2018

Recently a 74 year old man, who has an 82 year old wife asked me “How can my wife and I stay home when we need long term care?” Although it is his desire to remain in his home, I told him he would need to plan for things...

Wednesday, October 31, 2018