Category: Financial Planning

All Eyes on Interest Rates This Month

There’s a lot of anticipation surround the Federal Reserves meeting this month, and their decision on interest rates will have an impact across many different areas of financial planning

September 19, 2024 No Comments

The 2024 Mid-Year Check-Up

We’ve reached halftime for 2024 and it’s the time of the year when we like to check up on the finances with clients. Today we want to walk you through the conversations we’re having and the topics we’re covering in the office.

July 25, 2024 No Comments

The Sky is Not Falling

Today we’ll share that intriguing conversation we had with a retiree in Florida who was fearful about the future of the economy and the dollar, which sets the stage for a deeper discussion on financial planning and investment strategies.

June 20, 2024 No Comments

Discussing Investing with a Young Client

Today we’re going to share insightful anecdotes from this recent meeting, where we talked about the underlying principles of planning, highlighting the importance of understanding risk, diversification, and keeping a long-term outlook.

May 16, 2024 No Comments

Life Insurance Questions and Our New Location

Life insurance is a product we get asked about all the time as people are trying to determine if they need to hold on to an old policy or even bother getting one at all. We get this question all the time and there have been a couple different scenarios come up recently that we wanted to bring to the show. So we’ll address those and go through the reasoning behind what we’ve discussed with clients.

March 28, 2024 No Comments

The Market in Election Years

What can we expect or what has the market done with regards to returns during presidential election years?

February 22, 2024 No Comments

What Can We Expect in 2024?

Everyone wants to know. What is going to happen in 2024? Join us as we explore a range of topics, from the outlook of the economy, a potential tax surprise for a lot of people, and some new provisions that will take effect this year.

January 18, 2024 No Comments
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