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June 15, 2022 | Investing
Key Takeaways: On Monday (June 13), the US stock market fell again, closing over 20% below its all-time high that is commonly used to define a bear market Better starting yields and diversification benefits, especially in recessions, are key reasons to own bonds for the short- and long- …
June 13, 2022 | Investing
Ronald Reagan was in office, the price of gasoline was $1.31 and E.T. the Extra-Terrestrial was the highest grossing film. The year was 1982 and inflation was finally falling after peaking three years earlier when Federal Reserve chairman Paul Volcker set out on an …
June 09, 2022 | Financial Planning
Primary residences and second homes can each be leveraged in different ways to help achieve financial goals. One has the potential to be an investment vehicle (generating income while appreciating in value) and the other is simply a lifestyle asset – can you guess which one is which? Let’s …
June 02, 2022 | Investing
Becoming financially stable is a balancing act. From operational costs to building enough reserves to advance their mission, organizations’ success is in designing a plan to cultivate funding. Such planning is Alison Finstad's specialty. In this webinar we learn from her more …
June 01, 2022 | Investing
The Volatility Continues... Markets teetered between red and green throughout May, ultimately ending down as another bout of volatility dipped US stocks toward a bear market and marked one of the longest down streaks in decades. On several occasions, the S&P 500 treaded close to a bear market, …
May 31, 2022 | Investing
In the same way inflation has roiled financial markets on its way up, it also has the potential to impact them on the way down, should it come down. Our view is that inflation is nearing a cyclical peak, and we expect it to begin cooling off from here. We’re keeping an eye out for that …
May 26, 2022 | Investing
The past few weeks, months, and even years have been chaotic to say the least. We’ve invested through a global pandemic, supply chain backlogs, and war – it seems like investors can’t catch a break, especially with the recent selloff. The latest hurdle is in navigating seven straight weeks of …
May 25, 2022 | Tax Planning
What comes to mind when you think about taxes? It’s probably not the blissful feeling of sipping a refreshing drink on the beach. Instead, it’s deadlines, numbers, forms, and an overall annoyance. It doesn’t help that tax rules are constantly updating, making a complex topic even more difficult. …
May 24, 2022 | Financial Planning
If saving and investing are the building blocks of wealth planning, then proper tax management is the roof protecting the building. Great investment results, or your house, can be bogged down by poor tax decisions, or a leak in the roof, hampering your ability to meet long-term goals. Wealth …
May 18, 2022 | Investing
Market selloffs are never easy. It doesn’t matter whether you are an individual investor, a financial professional, or a non-profit organization, down markets are difficult to get through. But unlike many investors, the endowments and foundations that support non-profits and their missions …
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