Jan 26, 2023 | Weekly Wrap-Up
It is easy to love the stock market when your account values go up month after month. Conversely, it is alarming to see the monthly declines in your values. Ouch! What should you do if you want to throw in the towel? Here are some things to consider… Is your...
Jan 19, 2023 | Weekly Wrap-Up
Today we are targeted to approach the Debt Ceiling. Think of the Debt Ceiling as hitting the maximum on your credit card limit. For the Federal Government, that maximum is $31.4 trillion. If the US Government goes above that maximum – it goes into default. Just so...
Jan 12, 2023 | Weekly Wrap-Up
The equity markets have charged into 2023 with most major indices posting positive returns. The S&P is up 3.45% while Real Estate is up an impressive 6.23%. Bonds are also trying to make a comeback, up 2.52%. We expect more volatility to come, and everyone is...
Jan 5, 2023 | Weekly Wrap-Up
On December 23, 2022, the US House of Representatives finally passed the Consolidated Appropriations Act of 2023 – a spending bill authorizing roughly $1.7 trillion in new Federal Spending. Included in the 4000+ page document was the retirement bill known as SECURE...
Dec 29, 2022 | Weekly Wrap-Up
This year has been a doozy for the stock market. Lots of ups and downs with the market, once again, flirting near bear market territory (down 20%+). While you can’t control the market gyrations, here are some financial tips for things you can control. #1 Set up a...
Dec 22, 2022 | Weekly Wrap-Up
We end the year with inflation above 7% and the stock market below 15% (and still declining). The Federal Reserve Bank has worked very hard this year to bring inflation down from its peak of 11%+. Unfortunately, the end does not appear to be in sight. We’ve...
