Apr 21, 2023 | Charitable donations, Financial Planning, Investing
“Donor Advised Funds are a great way to be more intentional and tax efficient with your charitable giving!”
Apr 14, 2023 | Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Positive But Cautious” The start to 2023 has certainly been a welcome reprieve from the difficult market of 2022. In the first quarter of 2023, the S&P 500 is up roughly 7% and GDP is expected to have grown around 2.0%. These are great figures and...
Mar 31, 2023 | Financial Planning, Issues that effect todays Market, Weekly Financial Thought
Blog Current Monetary Policy from the Federal Reserve This week’s post comes straight to you from Brian Wesbury who is the chief economist at First Trust. I appreciated his unique outlook and focus on the money supply vs. simply talking about interest...
Mar 24, 2023 | Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog 2022 was Tough; What’s the Outlook for 2023? Investors just went through one of the toughest investment years in history. This was quite a change from 2019, 2020, and 2021 which saw strong stock and bond returns despite the pandemic. The question on...
Mar 10, 2023 | Behavioral Finance, Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Caring for Elderly Family Members Often referred to as a “sandwich generation” there are many adults these days that are caring for both their own children as well as aging family members. Whether you have kids of your own, or they are already grown and...
