Ready to receive our weekly market commentary to your inbox?
Unpacking all of the latest news: each week, we share our observations on the economy and markets.
Most Recent
Archives
- All
- Market Update
- Financial Planning
- investments
- Featured Article
- webinar
- markets
- coronavirus
- #retirement
- #2020
- #financial
- Stock Market
- covid-19
- stocks
- #taxes
- Investment Management
- Our Perspective
- economy
- #IRA
- #saving
- News
- S&P
- #tax
- stock markets
- 401k
- Dow Jones
- investing
- #RMD
- S&P 500
- budget
- china
- election
- social security
- GDP
- Secure Act
- investors
- market
- money
- wall street
- #cfp
- #debt
- #insurance
- 2020 taxes
- Guest Speaker
- Uncategorized
- business
- estate
- estate planning
- finances
- inflation
- invest
- investment
- money management
- recession
- stimulus
- tariffs
- trump
- virus
- #advisor
- #college
- IRS
- PPP
- Real Estate
- Updates
- adoption
- annoucement
- annuity
- benefits
- biden
- business planning
- cornerstone wealth
- emerging markets
- fed
- holiday
- market watch
- pandemic
- portfolio
- review
- small businesses
- stretch IRA
- trade
- trust
- trusts
- volatility
- wealth advisor
- will
- #FSA
- #HSA
- #backtoschool
- #charitable
- #charity
- #checkup
- #cutcable
- #donoradvisedfunds
- #estateplan
- #financialplanning
- #healthinsurance
- #holidays
- #investmentmangement
- #paydebt
- #socialsecurity
- #summervaca
- #taxes2020
- #wealth
- #wealthmanagement
- #winterize
- 101
- 2018
- 2019
- 2020 estate
- 20th anniversary
- 401k planning
- 49ers
- 529
- BEA
- Clarity
- Cliff Hodge
- ETF
- Industrial Average
- January
- LTCG
- NASDAQ
- OPEC
- QCD
- RIA
- Required Distributions
- Required Minimum Distributions
- Roth
- Roth Conversion
- Roth IRA
- Russia
- SARS
- SECURE
- SS
- Saudi Arabia
- Super Bowl LIV
- TCJA
- Traditional IRA
- U.S.
- Washington
- accountant
- after-tax
- agricultural
- anniversary
- apple
- assetclasses
- avian flu
- baketball career
- banking
- barrels
- basketball
- bear market
- benchmarks
- beneficiaries
- bills
- birth
- bloomberg
- borrowing
- brackets
- budget friendly
- budgeting
- business investment
- business succession planning
- capital gains
- cash
- check
- checklist
- chiefs
- child taxable income
- childbirth
- clinet services
- commentary
- commodities
- congress
- considerations
- consumer
- consumers
- contribution rate
- contributions
- coroanvirus
- corporate junk bonds
- covid
- credit card
- crude oil
- cyber attacks
- cybersecurity
- data
- decade
- distributions
- diversification
- divorce
- dow
- earning reports
- earnings
- economic
- economic projections
- economics
- education loans
- emergency fund
- emotionalinvesting
- emotionalplanning
- employment
- equities
- equity markets
- estate plan
- estate taxes
- estates
- event
- expenses
- fact set
- factse
- february
- fed rate
- federal income tax
- federal reserve
- fiduciary
- finance
- finance 101
- finance basics
- finances 101
- financial assets
- financial considerations
- financial freedom
- financial independence
- financial investments
- financial plan
- financial planner
- financial professional
- financial safety
- financial security
- finanical advisor
- finanical planners
- finanical planning
- firm
- first quarter
- first quarter report
- fixedincome
- flu
- football
- fourth of july
- future
- gen x
- gifts
- giving
- global economy
- global recovery
- graduates
- growth
- health insurance
- healthcare
- home
Investing 101
Investing 101 Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task.
Financial Basics
Financial Basics 101 With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are it's time to learn the financial basics. In the financial realm, young adults face a unique set of challenges, including a competitive job market and significant student loan debt that can make it difficult to obtain financial stability.…
Working with a Financial Professional
Working with a Financial Professional - In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the financial profession has never been more apparent. Regulatory changes initiated well before any of us had even heard the phrase "social distancing" are now in effect, establishing a new…
How to Manage Your Money
How to Manage Your Money - 10 Step Actions 1. Set up the RIGHT accounts The first step to manage your money (or manage your finances) is making sure you have the right accounts set up. If you have not already done so, you’ll need to set up checking, saving, and investment accounts. These are the building blocks of financial success.
How to Budget and Save Money
Do you ever wonder where your money goes each month? Are you curious about how to budget and save money? Does it seem like you're never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals.
Stocks to Consider When Investing Stimulus Check
Curious about what stocks to consider when investing stimulus check?
Dow Jumps Another 100 Points as $1.9 Trillion Stimulus Plan Continues to Boost Market
Written by Jonathan Ponciano of Forbes
Financial Security
Financial Security - In times of crisis, you don't want to be shaking pennies out of a piggy bank. Creating financial security can ensure that you're protected when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool of readily available funds that can help you meet emergency or highly urgent short-term…
Stocks Drop, Yields Climb After Jobs Report
https://www.morningstar.com/news/dow-jones/202103056203/stocks-drop-yields-climb-after-jobs-report