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Social Security 2025 COLA: Projected 2.5% Increase
Social Security beneficiaries can expect a 2.5% cost of living adjustment (COLA) increase in 2025
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Weekly Market Insights: Fed Cuts Interest Rate by Half-Point
Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. The Standard & Poor’s 500 Index gained 1.36...
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Assessing Your Life Insurance Needs
Assess Life Insurance Needs
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September is Life Insurance Awareness Month
Life is an amazing journey full of challenges and triumphs. No matter where you are on the journey, preparing can be a key part of success. That’s why we are happy to remind you that September is Life Insurance Awareness Month. Life...
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Rainy-day Money
When I meet with people, one of the first topics we discuss is "emergency fund" money. I ask a few questions, such as, “Do you have any funds set aside?”, “Where is it located?”, and, most importantly, “What would trigger you to tap...
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Wishing You a Wonderful Independence Day
Independence Day is a welcome reminder of the freedom, equality, and unity that forged our country. It's also a time to find joy in the simple pleasures of summer- be it a family barbecue, a dazzling fireworks display, or a simple...
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Q1 Earnings; The Devil Is in the Details
On financial websites, you may read, "First-quarter corporate reports were better than expected.” And that’s true. So far, 73% of Standard & Poor’s 500 companies have reported actual Q4 earnings per share above estimated earnings per...
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It’s Feeling Like a Goldilocks Moment
Economists describe a Goldilocks economy as one that’s not too hot and not too cold; it’s just right. And 2024 is starting to feel just right. When the Fed started to raise short-term interest rates in early 2022 to rein in inflation,...
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European Stocks At All-Time Highs
Would it surprise you that the U.K. stock market is hitting new all-time highs and several other European markets are either at new highs or approaching new all-time highs?It seems like only a few months ago, European economies...
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