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In this Mid-Quarter Roundtable Adam, Chris, Jason, and Kyle recap where we are at for 2022 so far, including inflation data, lower stocks, and lower bonds with rising interest rates. The team wraps up with where they see things going by the end of the year(-ish). Along the way, they address common questions clients are asking right now.
Market declines should inform – not drive – your asset allocation decisions. Does it matter if the S&P 500 is down 19% versus 21%? Both scenarios probably leave you feeling anxious and you’re sure not alone. It’s times like this that perspective is important. This article examines the last time the S&P 500 was in a bear market and a little history of other past bear markets.
Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that leads us to make financial mistakes. Consider looking at the big picture instead to make sure your investment helps you towards your true life goals. This article helps with examples that clarify changing to a bigger perspective.
Protecting your assets is a very important part of any estate planning. With about 40 million lawsuits filed in the U.S. each year, protecting your family’s legacy and assets is getting harder and harder. There are a lot of lessons to be learned from Depp’s experiences.
Inflation is making the news with soaring rates that haven’t been seen in 40 years. Because inflation affects future purchasing power, it also affects future life insurance needs and your family’s financial security. Make the necessary updates before you need them, when it’s too late. Read here about coverages you should consider.
A huge challenge is planning for your retirement savings to outpace inflation. As prices increase, the purchasing power of your income – dollar for dollar – decreases. Here are some scenarios that explain the causes of inflation and some things to consider for your financial future.
Contribution limits to your 401(k) plan have increased for 2022. Typical of IRS, there are lots of rules, deadlines and limits that may have changed. This article gives you an overview of how IRS may affect your particular financial plan. Now’s a great time to talk with your financial planner about the best financial plan for you.
Bear markets happen. Bull markets happen. And do you think you can figure out when the market is turning – either up or down and trade accordingly? Well, before you think that you should get out of this market now and wait this bear out, here’s some things you might consider.
What should consumers and investors expect beyond March 2022? The oil market has been uncertain for several reasons. This article looks into factors that affect the price of oil, resulting in gasoline price changes. Add to that all of the products beyond the pump that contain crude oil and you get a better picture of how the cost of energy affects virtually every aspect of the economy.
We were so pleased to celebrate our Strong Valley community on Feb. 1st with a fun Open House. Set to live music playing in the background, our clients, their families and friends along with our strategic partners, enjoyed wine tasting, a fabulous buffet and dessert in our offices. It was a great night! Thank you to everyone who came out!