Blog
Important Information About Your Data
As you may have heard, a company called Progress Software announced earlier this year that a vulnerability was discovered in its file-transfer application, MOVEit Transfer. LPL Financial, the company I work with to custody your assets...
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What's Next for Remainder of the Year
Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky,
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The FED Near the End? Now What?
Hello Folks,I hope you all having a great start to the summer and staying healthy. Every so often Washington likes to remind us how hard it can be to get things accomplished. The most recent example is the debt ceiling—the...
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The FED on the News again?
I hope you all are healthy and doing well.It seems like every time I turn to CNBC or Bloomberg news, The Fed, meaning the Federal Reserve Bank, is dominating the headline news and economists with all points of view, and everyone else...
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New IRA and 401K Laws
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
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Is There a Brighter Outlook for 2023?
I wish you all had a blessed Christmas and New Year Holiday and you were able to close out 2022 with family and friends. The beginning of a calendar year is often the time when the previous year’s reflections transition to a new...
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Bad News is Good News
As you know, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter...
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Partly Cloudy with a Chance of a Hurricane
"Partly Cloudy with a chance of a Hurricane", is a headline I readrecently used to describe our economy's divergent outlook of possibleoutcomes. The last couple of weeks was busy for the markets. A Federal Reserve(Fed) rate hike,...
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How Does COLA Affect Your Social Security?
As you might have heard, people are talking about a big bump in Social Security benefits next year.The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, compared to an increase of 5.9 percent in 2022....
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To Peak or Not to Peak?
Inflation: The Consumer Price Index for April was released May 11. The rate came out at 8.3% from a year ago. The consensus was 8.1%. The previous months rate was 8.5%. The debate currently is, has...
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