The Federal Reserve met today and increased rates by 0.75%. After a volatile trading session, stocks finished down almost 2%. When might the Fed be done raising rates?
The Bear Market is Accelerating
Stocks had the worst day since the depths of COVID after inflation data came in higher than expected. We’ll discuss the following in this report: Market Overview What is the Reason for the Decline? Portfolio Updates Let’s get to it. Market Overview Major stock indexes had huge losses today: S&P 500 Index: Down 4.3% Dow […]
Retiring in a Volatile Market: Control What You Can
How can market volatility impact your retirement plans? Learn tactics to optimize your strategy no matter what stage you are in on your retirement journey.
Women and Money: An Evolved Approach
As a woman investor, it is important to partner with a financial advisor who understands your unique needs and perspectives.
A Recession or Not a Recession, That is the Question
Markets have rebounded from the lows in June. Can we assume that the lows are in place for this bear market? It may be dependent on whether we are in a recession or not.
Mistakes are Expensive: Financial Planning for Gen X and Gen Y
Financial planning has evolved beyond investing assets. The old model limited comprehensive planning to a wealthy few with high levels of manageable assets. For many people, their first engagement with a financial advisor was when they needed to create a retirement income plan. The new fee-only model allows financial advisors with experience and knowledge to […]
7 Lessons for Any Bear Market
Markets continue to be volatile. What lessons have we learned from previous bear markets that we can apply today?
Gimme Shelter
Market volatility has risen over the past few days, and risks have increased dramatically. We are reducing equity exposure to find shelter from this market storm.