Blog

Have we seen the market highs for the year?
Do we face a long list of worry or opportunity?

There have recently been several stories affecting the markets, so we thought we would simplify some of the issues for you.  While these may not be the biggest headlines in the news, they are market oriented and therefore affect our portfolios.

Chinese Regulatory Crackdown

It is hard to believe that twenty years have passed since that fateful day we simply refer to as 9/11.  In that morning of disbelief, it was hard to comprehend the magnitude of our nation’s loss.  A total of 2,977 lives were taken from us including 344 firefighters and 71 law-enforcement officers at the World Trade Center and 55 military personnel at the Penta

As we browse our bookshelf to bring you some reading of interest, we find the subject of COVID Variants between the bookends of ‘Inflation Concerns’ and ‘Shortages of Goods and Services’. 

COVID

Guest Market Report from Andrew Ross Sorkin, New York Times, DealBook

Assessing inflation in transit

Tax season is officially over, and many of us are looking forward to our tax returns hitting our bank accounts. While some may choose to spend their return on a special treat, others may want to use the extra funds to boost their investments. If you are trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return. 

If you are a parent of a child who may be heading to college in the future, it is likely that you have thought about how to pay for their tuition. But paying for college is no small feat—with tuition rates constantly rising, college is a huge investment. One of the best ways to be prepared for the cost of college is to start saving early.

Thinking about retirement can be overwhelming, especially when considering what life may be like living on a different income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things to consider when planning for retirement and how to stay on track with your goals during your working years. 

U.S. stocks are rising, continuing to regain footing in early afternoon trading, following last week's drawdown.

If you are entering the workforce, you may have the opportunity to open a 401(k) through your new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage. While it sounds like a no-brainer to take advantage of these benefits early, many younger employees do not participate in their employer's 401(k) plan.