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...

What Accounts Should I Consider If I Want To Save More?

Building Wealth, Financial Planning

When an investor has a surplus cash on hand that they want to save for the future, they often need help identifying all of the different account types to consider. This checklist provides a structured outline to guide available and appropriate saving strategies. It...

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,...

Should I Contribute To My Roth IRA Vs My Traditional IRA?

Building Wealth, Retirement Planning

When saving for retirement, investors will often ask which account they should be making contributions to –  a traditional IRA or a Roth IRA? The answer depends on several different factors that should be considered and discussed. To assist in this conversation, we...

Is Travel in Your Future?

Retirement Planning

Many people take time in their retirement years to indulge in travel If this is part of your hope for retirement, consider the idea of using a travel planner or travel agent to make your trip a reality. While the Internet provides a wealth of information, it does not...