Markets Rattled by Surging Inflation and Rising Rates

Investing, Market Events

Quick Takes Inflation has been rising for months, and with this December’s CPI data, it has likely peaked at multi-decade highs for this cycle. The Fed had been late to acknowledge the duration and magnitude of the rise in inflation but has recently pivoted to a much...

7 Steps of the Financial Planning Process

Financial Advisor, Financial Planning

The financial planning process can hold a different meaning depending on who you ask. If you were to ask a random person on the street what the financial planning process is, they might say, “budgeting and saving money.” While this answer is not wrong,...

Action Steps for you regarding the CARES Act

Financial Planning, Market Events, Retirement Planning

The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and...

A Solid Home Needs a Solid Foundation

Building Wealth

No matter where you are in your financial journey, it’s good to note that building wealth is a marathon not a sprint. It takes time, patience, discipline, and accountability. As with building a home, financial success starts with a good plan and a solid foundation....

Did you know October is National Financial Planning Month?

Financial Advisor, Financial Planning

“If you fail to plan then you are planning to fail” -Benjamin Franklin Come one come all! Gather up and listen, now is the time. Doesn’t matter where you are in your life. Whether you are a recent grad or on the doorstep of retirement, you need to start financial...