Insights and reflections to support your financial growth
2023 Second Quarter Commentary
The economy and the markets proved to be more resilient than nearly everyone anticipated in the second quarter. The economic data has been surprising to the upside with the Citi Economic Surprise index nearing the highs of its historical range. While we still expect...
Financial Balance, Defined
Financially preparing for a baby
Having a new baby brings forward a lot of changes in your life, particularly when it comes to your finances. The cost of raising a child from birth to age 17 is estimated at $233,610 for an average middle-income family reported by the U.S. Department of Agriculture...
2023 First Quarter Commentary
The first quarter began with better-than-expected economic conditions and healthy returns in the stock and bond markets. This economic strength then turned from a positive attribute for the market to a negative as the bond market began pricing in more interest rate...
What we know about inflation in 2023
Inflation is on a downward trend, but the question is whether and when it will come down to the FED’s 2% target. With so many moving parts - the future of inflation can be uncertain. What we do know... Inflation has been the underlying issue that caused the FED, and...
Are you considering a Roth Conversion?
Are you considering a Roth Conversion? If so, you may have heard how it can help give you more control over your taxable income in retirement. What exactly is a Roth Conversion? A Roth Conversion involves transferring retirement funds from a traditional-type IRA or...