Advisor insights and commentary on current market trends.
October 6, 2023
One of the main topics in financial news these days has been the significant rise in interest rates over the past two years. In an effort to seek better returns, many investors chose to invest in the stock market, even if they were somewhat uncomfortable in doing so. So what about now, with yields significantly higher than they have been in recent memory?
May 12, 2022
The first four months of 2022 have been extremely challenging for investors. In fact, this is one of the worst starts to …
March 22, 2022
When you’re building a portfolio of investments, it’s important to make sure it’s diverse. We’ll explain why that is in detail, but …
March 13, 2022
Living off your nest egg is simple enough in theory: Switch to a portfolio focused on income and begin to withdraw your …
February 20, 2022
Social Security, along with Medicare, is one of the most common government benefits offered in the US. And yet, many people don’t …
February 8, 2022
By Jamie Cox Financial advisors love to talk about risk, but we’ve noticed that not everyone loves that terminology. Instead, clients like …
December 27, 2021
By Jamie Cox Understanding tax brackets is essential to successful tax planning. Tax planning is an important part of what we do; …
December 19, 2021
By Jamie Cox Inflation comes up more often in client conversations than almost any other economic term. It’s easy to see why …
October 30, 2021
Mutual funds and exchange-traded funds (ETFs) are two of the more commonly used investment products, particularly in retirement funds. They’re similar in …
October 12, 2021
Required minimum distributions (RMDs) can be confusing, even for clients already taking them. Let’s walk through what they are, how they work, …