Our wealth planning blog is an extension of our mission to inspire others to make informed and educated decisions about their money, so they can live their life by design and not by default. Refer to our posts to learn what strategies can help you achieve your financial goals.
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3 Market Insights for Investors in Q2 20242024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy as well as over the sustainability of last year’s market rally.
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How Presidential Elections Affect the Stock MarketWith the presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day on November 5.
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How Expectations Around the Fed, Banks and the Economy Affect InvestorsWhen it comes to markets, day-to-day price swings are often more about what investors expect than the underlying facts. This is because markets are designed to anticipate future events and assign them a price today.
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Financial Tips for Young Families: Building a Strong Financial FoundationFor young families, building a strong financial foundation is crucial to ensure a secure and prosperous future.
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5 Insights to Understand Markets in 2024Perhaps the most important lesson of 2023 for everyday investors is that news headlines and economic events don't always impact markets in obvious ways. Read more to see how to understand markets in 2024.
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What Seasonal Patterns Such as the January Effect Mean for InvestorsWhat do investors need to know about commonly discussed market patterns as they plan for the year ahead?
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Year-End Review: Assessing Your Investment PortfolioAs the year comes to a close, it's crucial to take a step back and review your investment portfolio's performance. Conducting a year-end review not only helps you assess your investments' profitability but also allows you to make informed adjustments to ensure a prosperous future.
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What a Goldilocks Jobs Report Means for the Fed and InvestorsMarkets often take the stairs up several floors before riding the elevator down one or two levels.
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Common Mistakes in Retirement Planning: Pitfalls to AvoidMany individuals make common mistakes that can derail their retirement goals. We're here to help you understand retirement planning and to avoid the pitfalls.
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Protect What You've Built: Secure Your LegacyAs you approach or enter retirement, it's natural to want to protect what you have worked so hard to build. We guide and empower individuals to secure their legacy and make informed decisions about their wealth.
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The 5 Misconceptions of Working with a Financial AdvisorWhen it comes to managing finances, it's perfectly okay to seek professional help. That's what financial advisors are for. However, it seems there is a lot of misunderstanding surrounding the work of financial advisors.
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Annuity Awareness: Myths and BenefitsJune marks Annuity Awareness Month, a time to shed light on a critical, yet often misunderstood, component of financial planning. It's the perfect time to provide you with all the knowledge necessary to make well-informed financial decisions.
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June 2023 Market UpdateIn the June 2023 Market Update, we review the May 2023 market and discuss what's to come.
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May 2023 Market UpdateIn the May 2023 Market Update, we review the April 2023 market and discuss what's to come.
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April 2023 Market UpdateIn the April 2023 Market Update, we review the March 2023 market and discuss what's to come.
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Why Your Current Income Doesn’t Have to Dictate the Terms of Your RetirementSaving for retirement can be difficult. While many Americans report inadequate savings, an Arkansas financial planner could help you forge a new beginning.
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What to Know About the Silicon Valley Bank CollapseThe Silicon Valley Bank collapsed in March 2023. Read more to know what you should do as an investor.
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March 2023 Market UpdateIn the March 2023 Market Update, we review the February 2023 market and discuss what's to come.