Hello and Welcome to our September Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…
While we wait on compliance approval and our actions to make a very Big Announcement and great honor…we will tease here a bit… we cannot wait to let you know! RMD- Required Minimum Distributions are coming soon…heck last year by…
Clients be sure to watch your mailbox (yes we love technology, but the Novelty of a paper Newsletter is too great to pass up) for the Q 4 2024 Newsletter that is on its way! Long story (more on this…
It has been a surprisingly long time since we referenced the CIA World Factbook …. So long the website has completely changed, a less emphasis on the CIA part, and even the Logo is new! If you are not aware…
The FOMC (Federal Open Market Committee) did in fact lower rates by .50% or 50 basis points…. Making Jerome Powell the chief ..a Goldilocks like event with market participants cheering ….. Interest rates across the board dashed lower, and have…
As of the writing of this post, the FOMC (Federal Open Market committee) – led by its chief Jerome Powell, are finally set to change their direction of economic sailing winds from headwind to more normal or even a tailwind….…
Take a Peek at your YTD deferrals to make sure you are on track to meet you contribution goals
We’ve got some great articles that we think everyone will like. Our lead articles include “How to build and keep a Credit Report” as well as something that we’ve been asked frequently especially most recently on “What’s driving Insurance costs…
Maybe the present chapter …. Maybe a new popularity …. Maybe a Buzz Word a the moment …. Sure is a lot of interest in Longevity and health issue prevention … For the record VERY fascinating and much to learn…
As we mentioned in last Fridays ES Payment reminder post … “The 2 and 10 Year Treasury Yields look to Un-Invert… This post was done last night and depending on big Economic Data early am… the Un-Inversion may be well…
