We’re recommending that our clients do not make any portfolio changes based on the debt ceiling issue. We can’t predict the timing of any downturn or subsequent recovery. Even this morning (May 25) when we’re within a week of the X date, the S&P 500* is up a half percent one hour into trading. … [Read more...]
Spring 2023 Financial Planning Newsletter
The spring financial planning newsletter is now available. It includes an investment market update, as well as insight on FDIC and SIPC coverage. We also provide links to adjust your tax withholding if needed now that the 2022 tax filing deadline has passed. In addition, we highlight Rachel Songer's … [Read more...]
Buying a car in the 2020s
Buying a car? I’d always heard that your vehicle was a depreciating asset. Outside of classic cars, the joke was always “you lose 50% of the value the minute you drive it off the lot.” Then COVID came along and it seemed that the reverse might be true. Used cars were suddenly appreciating … [Read more...]
Financial Planning 2023 Q1 Newsletter
The 2023 Q1 financial planning newsletter is now available. It includes highlights of the Secure Act 2.0 and how it will affect you, as well as student loan and investment market updates. In addition, we cover 2023 retirement plan contribution limits and tax season reminders. Please click here to … [Read more...]
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