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How Should I Prepare for Rising Inflation? Thumbnail

How Should I Prepare for Rising Inflation?

We’re starting to hear the “I-word” mentioned more often as of late. Inflation is on the rise. The Federal government’s money printing machines have been on overdrive, and the US economy has taken note. Prices have begun to tick up across the economy – most notably in residential real estate. The counterpoint (as made by the Fed) is the inflation we are seeing today is merely temporary, a hangover from the COVID shutdowns.

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5 Practical Ways to Automate Your Finances Thumbnail

5 Practical Ways to Automate Your Finances

One of our primary goals as financial advisors is to help our clients put good financial behaviors into place in their lives. Some of the most commonly-used phrases about finance and investing are so generic as to be ignored or met with a yawn by most of us. So, how can we make them specific – to apply them to your own personal financial situation?

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Stocks vs. Bonds Thumbnail

Stocks vs. Bonds

U.S. Treasury bonds have not yielded this little interest since the 1940s. Based on the data, it’s fair to expect U.S. bonds to return something on the order of 2% per year over the next 10 years. You might then ask: why do we own bonds at all? The answer is because there is value in stability.

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Smoke & Mirrors? Thumbnail

Smoke & Mirrors?

Why is the US stock market trading near all-time highs? That’s a question some of our clients are asking right now – and many more are thinking about it without vocalizing it. With the ongoing effects of COVID-19 being felt all around us, it’s natural to be skeptical of stocks going up.

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We Have It Good Here Thumbnail

We Have It Good Here

Imagine for a moment that we’re past the worst of the COVID scare. Imagine also that you aren’t watching or reading political news. Then live a typical day in America. Just how good do we have it?

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Courage, Dear Investor Thumbnail

Courage, Dear Investor

I’m quick to admit that owning – and holding – stocks is not easy. I’ll never forget the moment a close family member (who shall remain nameless) told me in August 2011: “I never want to own stocks again. Get me out of stocks – completely.”

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