Recent market volatility has been largely influenced by the Federal Reserve and expectations around interest rate cuts. Notably, the
The S&P 500 is often used to assess portfolio performance. What might be less familiar is how this Index is calculated— it's based on market
Buying and holding can lead to significant emotional & investment pain for investors. Market downturns can be a prolonged and painful
How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longe
Summer Savings Strategies: Planning for Vacation without Breaking the Bank
By Matthew Allgood, Principal and CFP®
Summer is synonymous with relaxation
Financial Stewardship: The Parable of the Talents and Modern Investing
By Matthew Allgood, Principal and CFP®
In the realm of financial planning, the
Inflation has come off its peak, but recent readings of the Consumer Price Index remain stubbornly high. The Federal Reserve’s current dilemma
Historical patterns show that peaks in household equity exposure have preceded long periods of muted market performance. These
It can be tempting to invest in the recent best-performing investments being heralded by media.
Unfortunately, research demonstrates, that
Wall Street often advises staying invested, warning that missing the market's 10 Best Days can significantly reduce your returns. As a tactical
