Spring Cleaning for Finances

Spring Cleaning for Finances

As the emergence of the spring weather reminds us to clear the clutter from the closets and spruce up the yard, our finances often need a spring cleaning, too. Perhaps no month is timelier for honing financial knowledge than April. Perched perfectly between the winter...

Insights Regarding Inflation

Insights Regarding Inflation

An economic reality on the minds of many these days is inflation.  Due to a worldwide pandemic, our economy was largely shut down.  Subsequently, money was distributed to the American people to avoid recession.  Now the challenge is that as demand...

MFS Webinar Notes

MFS Webinar Notes

On September 30th we had the chance to host a Zoom webinar with Jason Piper, Director at MFS Investment Management. We hosted a Q&A whereby listeners sent questions via Zoom’s “chat” function, and Brian Mars & Scott Jewett forwarded these questions to Jason....

Capital Group Mid-Year Outlook

Capital Group Mid-Year Outlook

The first half of 2021 experienced strong gains for equity investors, as US markets (as measured by the S&P 500) were up 14.4% and International markets (as measured by the MSCI ACWI ex USA Index (USD)) were up 9.2%. Many investors are asking questions like “How...

Key Financial Data 2021

Key Financial Data 2021

Check out the 2021 Key Financial Data reference card above. It offers fingertip access to all the new numbers affecting taxes, health savings, Medicare, retirement, college planning, and more. It is an easy, convenient resource that you can post to your bulletin board...

The Planning Process

The Planning Process

While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide:  Financial Planning.  There are many things we cannot...

What the 2020 Election Could Mean for Investors

What the 2020 Election Could Mean for Investors

As citizens and investors, the upcoming election will drive policies that will help shape our economy, the markets, and our lives. The three most likely scenarios (and implications) are below. President Trump wins a second term and Congress remains split between a...