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Category: Investments

Ongoing Banking Turmoil

Ongoing Banking Turmoil: Cause for Concern?

March 29, 2023 | ,
The recent failure of three U.S. banks has dominated news headlines for the past few weeks and has spread to Europe. Credit Suisse, Switzerland’s second largest “global systemically important bank” and latest institution teetering on collapse, was purchased by UBS in a $3.2 billion deal brokered by regulators, making it Europe’s most significant banking merger since the 2008 financial crisis. 
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Roth Conversion planning

Does a Roth Conversion Make Sense for Me?

November 28, 2022 | , ,
As fall ends and winter begins, many people wonder what end of the year financial tasks and tax planning strategies they should be thinking about. 
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Optimism Among Uncertainty

3 Reasons for Optimism Among Market & Economic Uncertainty

October 31, 2022 | , ,
It’s no secret that this year has been full of market and economic uncertainty. Inflation, the Fed, geopolitics and more continue to be on most of our radars. 
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Recession Fears

Are We In a Recession? If Not, Is a Recession Coming?

August 30, 2022 | , ,
With high inflation, the Federal Reserve raising interest rates, and the economy contracting for two consecutive quarters, the possibility of a recession doesn’t seem far-fetched. 
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strategies for sustainable investing

3 Strategies for Sustainable Investing

April 29, 2022 | ,
As climate change disasters such as wildfires, floods, and intensifying storms seem to be increasingly common, many people are looking for a way to encourage companies to enact positive change, while casting a “vote” against the worst offenders. Enter the world of sustainable investing options, which have steadily grown in popularity over the last decade.
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concentrated stock holding

Is Your Concentrated Stock Holding Worth the Risk?

February 16, 2022 | , ,
 
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Three Tips for Surviving Stock Market Volatility

December 7, 2021 |
As we close out the year, you’ve probably noticed that the stock market’s been on a bit of a wild ride. Markets dropped sharply on Black Friday as news of the omicron variant emerged and have continued to seesaw as markets try to decipher how this new development will impact travel, consumer spending, interest rates, and more. 
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End of Year To-Do's

Five Ways to Uplevel Your End-of-Year Finances

November 3, 2021 | , , , , ,
Visit any Costco or Target (two of our favorites!) and you’ll see that fall is officially over and the holiday season is upon us. Not to despair, however. With a solid nine weeks left in 2021, now’s a great time to run through some important “to-do’s” and finish the year with your finances in good order.
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Cryptocurrency

Cryptocurrencies – Four Things To Know Before You Invest  

November 3, 2021 | ,
Cryptocurrencies have made a lot of headlines recently, from minting overnight millionaires to Elon Musk’s tweets about bitcoin. Many people are left to wonder if — and how — they should be thinking about crypto.
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Women Have What It Takes to Buy a Home in Today’s Hot Market

April 25, 2021 | ,
In today’s competitive real estate market, it takes more than just money to claim the keys to the hot property everyone wants.
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