Archive for Inflation

2018 Half Time Report Now Available

2018 Half Time Report Now Available

The 2018 Half Time Report is now available in the Education Center! We know it’s a little past the halfway point this year, but we wanted to catch you up on the year so far and what’s to come for 2018. Dean talks about what’s going on in the economy and in the markets. He’ll […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, World Economy, Housing Market, Federal Reserve, Inflation

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Interest Rates & Trade Wars

Interest Rates & Trade Wars Welcome to the Monthly Economic Update for the month of June 2018. It’s June 27th as of the day I’m writing this article. I’m getting ready for a family break here for the 4th of July holiday. Today, the stock market reversed a 285-point gain and as of this writing […]

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Posted in: Blog, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Housing Market, Federal Reserve, Inflation

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How Interest Rates & Valuations are Affecting the Markets

Welcome to the Monthly Economic Update, we’re not quite at the end of the month yet it’s May 24, 2018 as I write this so the data I use today is up through May 24th. As of today, the markets are down pretty substantially with President Trump writing a letter to Kim Jong-un putting the […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Housing Market, Federal Reserve, Inflation

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What is Causing All of the Volatility?

Welcome to the Monthly Economic Update, it’s May 1st as of writing this article so welcome to spring! I want to do a few things today. I want to talk about what is causing all of the volatility so far this year, what happened in April, and then I’ll give my outlook for the balance […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update, Housing Market, Federal Reserve, Inflation

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Taking Advantage of Stretch IRAs

Taking Advantage of Stretch IRAs

Taking Advantage of Stretch IRAs If you weren’t already aware, a huge benefit of an IRA is its capability to generate tax-favored money to beneficiaries. By “stretching” an IRA left to an heir, it can provide pre-tax compound investment returns for the remainder of a beneficiary’s life or even after death. These stretch IRAs can […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, IRA, Family, Inflation

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March Markets Were Like a Rollercoaster

March markets were like a rollercoaster… And if you don’t like rollercoasters, the month of March was not much fun for you. In fact, the whole first quarter of the year wasn’t a lot of fun if you don’t enjoy ups and downs in the market. There’s not many who do. We finished the quarter […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Housing Market, Federal Reserve, Inflation

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2018 State of the Markets Now Available

2018 State of the Markets Now Available

2018 State of the Markets Now Available Welcome to the State of the Markets address. It was a very rocky month of February with a lot of things going on and many people have questions regarding the recent market fluctuations. In this State of the Markets we will be discussing what happened in 2017, what […]

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Posted in: Blog, Federal Benefits, Financial Planning, Investment Management, Market Commentary, Risk Management, World Economy, Housing Market, Federal Reserve, Inflation, Diversification

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Wage Inflation & A Volatile February

Wage Inflation & A Volatile February Welcome to our Monthly Economic Update. Well, I could be really sensational and say this is the worst February since 2009 and that’s true. However, let’s get to the point of exactly what happened in February 2018, why it happened, and what to expect. I will be releasing a […]

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Posted in: Blog, Retirement, Federal Benefits, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update, World Economy, Housing Market, Federal Reserve, Inflation

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Is the Economy Slowing Down?

It’s September, after a long Labor Day weekend, hope everybody had a nice time and was able relax and enjoy your family. August turned out to be an interesting month. We had a lot of things going on on the international stage, of course that’s no secret. We’ve got a lot of tensions coming around […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Federal Reserve, Inflation

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Interest Rates Stay Low Despite Hikes by The Fed

July was an interesting month. The old theory of “Sell in May and go away” would not have worked so well this summer. Summer’s coming to a close this year, we’ve got school starting up. I know I have kids headed back to college. Fall is just around the corner and before you know it […]

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Posted in: Blog, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, Housing Market, Federal Reserve, Inflation

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