Now that interest rates are higher, you may be wondering whether it makes sense to invest in a bond fund when you can earn a relatively high rate of return on cash through money market, CDs, treasuries, or a savings account. These feelings are especially understandable after 2022, a rare year in … [Read more...]
Should you make changes to your portfolio in anticipation of the debt ceiling “X” date?
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...]
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