Q4 Commentary, 2024

So, You Wanted Some Action – 4th Quarter Commentary 2024 For a fourth quarter chock full of holidays, the stock market was a very lively place. October was a relatively slow month, but all the buzz and excitement of the post-election results inspired positive returns...

Q3 Commentary, 2024

Third Quarter of 2024 Commentary: Thank You, Federal Reserve!  As you might imagine, bonds, utilities, and some REITS put in solid performances, thanks very much to the fight against inflation by the Fed. The rate cut of 50 basis points showed that the Federal Reserve...
5 Ways Financial Planning Can Help

5 Ways Financial Planning Can Help

5 Ways Financial Planning Can Help Most of us are aware of the importance of saving money. People tend to fall into two camps when it comes to actually doing it: non-planners and planners. Non-planners save when they can, perhaps putting a small amount into a...
Inflation and the impact on financial planning

Inflation and the impact on financial planning

Inflation and the impact on financial planning If you have been following the nightly news lately, chances are you have heard experts and economists discussing the economy’s inflation rate. While the headlines usually focus on higher prices at the gas pump and in the...