Our Blog

The Federal Reserve and Interest Rates

The Federal Reserve left interest rates unchanged at their meeting on November 1st.  They continued to state that they are closely tracking inflation and the health of the economy to determine their future decisions.  During this session, the central bank voted unanimously to leave its primary interest rate in the range of 5.25%...

TRADITIONAL and ROTH IRAs - Strategies for Building Your Retirement

Everyone saving for retirement knows that being proactive is very important. The concept of not preparing and relying on a government-sponsored retirement is a risky and unreliable practice. As stewards of our clients’ wealth, we get great satisfaction helping parents and grandparents contribute to their loved ones’ lives by properly gifting funds ...

Ideas to Help Prepare for a Recession

For the last several months, talk of a recession has been making news headlines. Analysts and investors have been speculating if, when, and how bad of a recession the U.S. could experience. News sources have resembled Paul Revere proclaiming, “a recession is coming!” In their recent meetings, the Federal Open Market Committee (FOMC) reported that...

Five Strategies To Improve Your Investing Experience

There are numerous investment philosophies, but at the end of the day, almost all investors have a common goal – to have their money work for them and increase their assets. As financial professionals, our goal is to partner with each of our clients on their unique journeys and create a game plan for optimizing their wealth. While we keep a watch...

Weathering Volatility with a Long-Term Strategy

Read the financial news today and it’s highly likely you’ll see the term “volatility” in at least several articles. While market volatility is a normal part of the investing experience, ever since the pandemic hit the world in 2020, volatility seems to have become the new norm for investors. “Market volatility” is the fluctuation of the market, bo...