Biden’s new student loan repayment plan is here!

Aug 22, 2023 | Weekly Wrap-Up

Americans with student loan debt have gotten an almost three-year reprieve on their loan payments.  As part  of the pandemic relief measure, the government paused student loan payments eight times since March 2020.  This pause will end August 30, 2023. In 2022, the...

Take a break!! Vacations are imperative…

Aug 1, 2023 | Weekly Wrap-Up

It can feel like life is a never-ending rollercoaster that leaves us feeling overwhelmed, stressed and frankly unhappy.  I’ve been experiencing my own personal chaos – kids growing up and leaving the nest, caring for an elderly parent, ongoing challenges in my...

Are we out of the woods yet, MAAN?

Jul 20, 2023 | Weekly Wrap-Up

We have seen inflation decline down to 4%, as reported in June 2023.  At the same time, we’ve seen the equity markets improve with the S&P 500 Index returning almost 16% and the MSCI EAFE (international) Index returning 11.67% (year to date as of 6/30/2023). ...

Busy Professional? You need a financial partner!

Jul 13, 2023 | Weekly Wrap-Up

As a busy, independent professional juggling countless responsibilities and commitments, managing your finances can often take a backseat. You don’t know where to start. You get lost trying to fill in a spreadsheet your friend sent you. Or you don’t know who to talk...

Bonds, bonds go away. Come again another day!

Jun 29, 2023 | Weekly Wrap-Up

Key Takeaways Investment-grade bonds, US Treasury securities, high-yield bonds, floating-rate loans, and stocks of gold miners are among the income investments that may offer opportunities in the second half of 2023. Investing in a wide variety of assets may help...