Blog
Key Inflation, Jobs Reports Due This Week
U.S. stocks traded higher in the holiday-shortened week. Key reports this week will provide clues to the status of inflation and the strength of the labor markets. Read more.
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These Months are More Volatile Than Others
We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...
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Weekly Market Insights: Powell comments spur sell-off on Wall Street
A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...
Read MoreSchool's Back. Who is Paying for It?
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Read MoreSummertime Checkup
Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.Goals still the same for 2022? Has...
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When bears are loud, consider this
Some gloomy headlines are coming out of Wall Street lately. Have you noticed?In recent days, I’ve read things like “Brace yourself for economic hurricanes” and “Wall Street investor survey paints a dire outlook...
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Avantax Planning Video: Retirement Plan Services
Your company’s 401k plan is likely the primary tool used by you and your employees to save for retirement. Run, properly, the plan can also help you tax-efficiently build wealth outside of your business for your retirement...
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Federal Reserve hiked interest rates by 75 basis points
On Wednesday afternoon, the Federal Reserve announced it would raise rates by 75 basis points, in line with the markets’ expectations. There was a tremendous amount of investor angst leading up to the meeting in the face of the...
Read MoreWise Words from Warren Buffett
During periods of market turbulence, I take comfort in one of my favorite Warren Buffett quotes:“Don’t watch the market closely.”The Oracle of Omaha gave this sage advice in 2016, when Brexit, China’s economic...
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Weekly Market Insights: Stocks Slip on Mixed Economic News
In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...
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When Will the Stock Market Hit Bottom?
The number one question I’m hearing this week is, “When are we going to see the stock market reach a low point?” In spite of recent volatility, my answer remains the same: rather than timing the markets, focus on time...
Read MoreMemorial Day 2022
As we go into the holiday weekend, I wanted to wish you a safe and happy Memorial Day. For me, Memorial Day is more than the unofficial beginning of summer: it’s a chance to honor those who have sacrificed everything for their...
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Staying Positive
The news out there is driving us crazy. You can't do anything about the world. But my clients know I can help with them with their goals. Reach out to me and let us help you
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Your 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
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Wishing You A Very Happy Hanukkah
Hanukkah is a season of light. It’s time to gather together with family and friends, and celebrate the many blessings that we’ve had over the past year. During the darkest time of the year, we bring light into our homes as...
Read MoreSeptember Is National Life Insurance Awareness Month
It’s time for your life insurance check-up. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life...
Read MoreFinancial Literacy Month - Asset Preservation Strategy
So you've prepared for your goals and you believe you are on track for your financial goals. That's wonderful. What now?April is Financial Literacy Month. If you haven't put some thought into Asset Protection Strategy, now...
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January & February 2020 Market & Economic Update
Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks in the January & February Market &...
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Earnings Season Gets Underway
Every few months, you may hear the phrase “earnings season” as you listen to financial news.But what exactly is “earnings season,” and why is it important to Wall Street?Earnings season is the time when a...
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Unpacking the Paycheck Protection Program
American lawmakers have passed the Paycheck Protection Program and Health Care Enhancement Act, a program that will offer small business loans to employers in need of aid as a result of the COVID-19 pandemic.1,2The bill is a $484...
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Speed Bumps & Headlines
As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you...
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Weekly Market Insights: Vaccine Triggers Rally
News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.The Dow Jones...
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Election 2020: Biden’s Policy Initiatives
Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...
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2021 Limits for IRAs, 401(k)s and More
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...
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Wall Street Reacts to Potentially Divided Government
After many weeks of telegraphing a long and careful ballot count, this week’s election lived up to that prediction in races for the Senate, the House, and the presidency. While Americans voted Tuesday, Wall Street cast its...
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Election 2020: Economic Issues in the Crosshairs
It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes.1But when voters say...
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Weekly Market Insights: Stocks and Consumer Prices Rise
Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measure.The Dow Jones Industrial Average gained 1.81%, while the Standard...
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Are you financially prepared for retirement?
Are you financially prepared for retirement? You’ve spent your working life saving for the time when you can leave your career behind and enjoy your family, pursue hobbies or simply relax on the beach. But are you financially...
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Bringing home a new baby? Are you financially prepared?
Bringing home a new baby? Are you financially prepared? Having a baby is an incredible experience, but it can also fill you with financial anxiety. No need to worry! Time is on your side. Developing a solid financial plan now...
Read MoreAre you prepared for a market correction?
Here’s a quick refresher: a correction is defined as a decline of 10% or greater from a recent high in the financial markets. Corrections can last anywhere from days to months, but few have lasted longer. Recently, we’ve...
Read MoreJuly Mailing Notice
I hope you and your family are healthy and safe and are enjoying the summer. Please know how much I care and am here for you/them during what continues to be a financially uncertain time for many.I’m reaching out today to...
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Weekly Market Insights: Stocks See a Mixed Week
Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases.The Dow Jones Industrial Average gained 2.29%, while the Standard...
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What is Reg BI?
Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best...
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Retirement is around the corner. Is your financial plan on track?
Working Hard but Looking Forward to the Next Stage in Life? You’re at that age when you find yourself thinking more and more about retirement. It’s really not that far away. Your kids are planning their careers and...
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Roth Conversion in 2020 - Is It Right For You?
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing...
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Weekly Market Insights: Recovery Optimism Builds
A positive jobs report sent stocks soaring last Friday, capping a solid week as evidence of a global economic recovery outweighed concerns over civil unrest and tensions with China.The Dow Jones Industrial Average jumped 6.81%, while...
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Weekly Market Insights: Optimism for Re-Opening
The shortened week, which began with a powerful two-day rally of trading, was enough to drive the markets into another week of solid gains.The Dow Jones Industrial Average rose 3.75%, while the Standard & Poor’s 500 advanced...
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