Resources
Market Commentary | August 19th, 2024
Week in Review... Broad equity markets roared higher for the week as investors reacted positive to inflation readings and a stronger-than-expected jobless claims report: The S&P 500 was up 3.93% The Dow Jones Industrial Average increased by 2.94% The Nasdaq...
Market Commentary | August 12th, 2024
Week in Review... Following a volatile week, broad equity markets finished slightly lower for the week, after a weakening jobs payroll report and fears of weakening economic growth continue. The S&P 500 was down 0.04% The Dow Jones Industrial Average declined...
The Importance of a Mid-Year Financial Review
The Importance of a Mid-Year Financial Review It is not just a routine task, but a strategic necessity to align with your goals As we reach the halfway mark of the year, it's a prime opportunity to assess your financial planning goals and review your investment...
Inflation & the Rising Costs of Summer Vacations
As summer approaches, many families start dreaming of sandy beaches, scenic road trips, and exciting adventures in far-off places. However, the rising costs of summer vacations can quickly turn these dreams into financial nightmares.
U.S. Stocks May No Longer Outperform Europe
U.S. Stocks May No Longer Outperform Europe Economic conditions suggest a more balanced global market landscape For years, U.S. stocks have consistently outperformed their European counterparts, driven by robust economic policies, favorable currency effects, and the...
Southern Europe: How Long Can The PIGS Fly?
Southern Europe: How Long Can The PIGS Fly? The impressive economic recovery in Portugal, Italy, Greece and Spain After years of economic underperformance relative to the United States, the eurozone is experiencing a notable resurgence. Interestingly, the industrial...
Five Easy Steps to Building Your Emergency Fund
Five Easy Steps to Building Your Emergency Fund Adopt a disciplined approach to avoid costly decisions and ensure stability In today's unpredictable world, having an emergency fund is not just a financial recommendation – it's a necessity. The reality of unexpected...
Warren Buffett on the Importance of Holding Cash
Warren Buffett on the Importance of Holding Cash An unwavering belief in the timeless wisdom of “waiting for the right pitch” At the recent Berkshire Hathaway annual meeting held in Omaha, Nebraska on May 4th, 2024, Warren Buffett once again emphasized his steadfast...
Employee Stock Ownership Plans for Executives
Tips to navigate suitability within the context of financial planning strategies. Employee Stock Ownership Plans (ESOPs) have emerged as a popular mechanism for companies to foster employee ownership and align the interests of employees with those of shareholders. For...
Understanding Today’s Private Health Insurance
In the complex landscape of healthcare coverage, individuals often find themselves navigating the options of private and public health insurance. While public plans, such as Medicare and Medicaid, are funded and administered by the government, private health insurance...