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The Blog

Weekly insights on the markets, economy, and financial planning

Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues have led to a market decline recently.

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Recent Articles

We’ve enclosed our 3rd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
Medicare’s Open Enrollment Period begins on October 15, and you may be asking, "Should I Change My Medicare Coverage During 2022 Open Enrollment?"
3rd Quarter 2022 Market Review: Hawkish Fed and growing geopolitical risks offset a likely peak in inflation to pressure stocks last quarter.
The Centers for Medicare & Medicaid Services (CMS) recently announced the 2023 premium amounts for Medicare Part B.
The year 2022 is shaping up to be one for the record books, and unfortunately not in a good way. But all is not lost, and we're going to discuss how to keep bear markets in perspective.
Yesterday was a brutal day for stocks and bonds. The upside to challenging market environments like these is that they remind us that holding the line and staying invested are critical to long-term investment success.
The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare.
This year has been historically bad for bonds, and while swift bond price declines can be upsetting, it’s not time to abandon bonds.
The market recovery has hit a bump due to uncertainty around interest rates and the Fed. Rates have driven markets all year with significant impacts on stock and bond prices, economic growth, the housing market, and more.
Despite the first two quarters of 2022 bringing the worst US bond market returns since 1980, July delivered a positive beginning for bonds in the third quarter.
If you live in an area at high risk for hurricanes, you likely understand the importance of flood insurance.
Investors and economists have breathed a sigh of relief as new inflation data suggest that price pressures are easing.
We live in an increasingly digital world, and sometimes the only thing protecting you from identity theft is a strong password.

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