/Financial Planning

When the Fed Talks Inflation, Bond Investors Listen

When the Fed Talks Inflation, Bond Investors Listen What the Fed’s new policy may mean for you. Recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting short-term rates when [...]

By |2020-09-17T07:25:02-07:00September 17th, 2020|Financial Planning|

A Unique Year for Retirement

Q: What makes 2020 a unique year for retirement? A: Big changes to retirement account rules. You can attribute those changes to two major pieces of legislation: the Setting Every Community Up for Retirement Enhancement (SECURE) Act, and the Coronavirus Aid, Relief, and Economic Security (CARES) Act. You may not [...]

By |2020-08-31T08:23:23-07:00August 31st, 2020|Financial Planning|

Lead, Lag and Coincident Indicators

Lead, Lag and Coincident Indicators In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?” To understand why the markets react — or don’t — to certain outside [...]

By |2020-07-22T09:42:36-07:00July 22nd, 2020|Financial Planning|

Key Provisions of the CARES Act

Key Provisions of the CARES Act Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees. To put this monumental legislation [...]

By |2020-04-08T10:23:15-07:00April 8th, 2020|Financial Planning|

Coronavirus and More

Coronavirus and More We are currently experiencing meaningfully down days in the stock market. Covid-19, otherwise known as the Coronavirus, has markets on edge. Several clients, understandably, have expressed concern. Some want to “plow more cash” into the markets, essentially chasing a discounted stock price. Others fear they should be [...]

By |2020-03-06T11:04:19-07:00March 6th, 2020|Financial Planning|