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The Blog

Weekly insights on the markets, economy, and financial planning

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.

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Recent Articles

Last Week on Wall Street - Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week.
At its September meeting, the Federal Open Markets Committee kept rates unchanged with a target range of 5.25% to 5.50%, in a decision that was widely anticipated by investors.
Planning for retirement can be confusing, complicated, and a lot of times – overwhelming. One great tool that can be used to benefit retirees in the long run are Roth IRAs / Roth 401(k)s.
Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat.
Receiving Social Security benefits can be crucial for a comfortable retirement, but like almost every other form of income, these benefits are taxed by the government.
Stocks ended the week roughly where they began as investors digested a mixed set of new economic data.
While oil has fallen considerably from its peak in 2022, it has also rebounded over the last few months.
As long as Americans still spend on things like cars, houses, birthdays, and trips abroad, they create a significant tailwind against recession risks.
If you’ve ever flicked over to a financial news channel, you’ve probably heard the term “the Fed.” But who, or what, exactly is the Fed?
Interest rates have swung wildly over the past two years in response to inflation, economic concerns, and market volatility.
Stocks open in positive territory for September as falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains.
A fundamental key to success is simply to start saving early, stay invested, and remain focused on long-term financial goals.
Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook.
Join us in congratulating Dane Spencer on officially becoming a CERTIFIED FINANCIAL PLANNER™ professional!
No matter whether you're downsizing or upsizing in retirement, the key is to plan early and plan carefully.

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