Blog

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement. You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...

Once again, the year has flown by! In these final weeks of the year, our thoughts often turn to the comforts of home and family — of sharing good cheer with neighbors, friends, and loved ones.In that spirit, we would like to wish...

What does the bond market know that the Fed isn’t telling us? Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. But in the table below, you can see...

The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude.So, as you gather around the table, look around and give thanks for the family and friends surrounding you. Give...

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money. The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...

Last Fall, we wrote about Chad’s cancer diagnosis.  In addition to positive news surrounding such, we're excited to share that Danae has begun studies toward a CERTIFIED FINANCIAL PLANNER™ designation.

If you don’t mind navigating the government’s website to open an account and make a purchase, and you have excess cash reserves such that you won’t need access to these funds for a minimum of twelve months, I-Bonds are worth a look.

While it’s still too early to draw any final conclusions, Congress is getting closer to outlining what tax law changes are under consideration to pay for the proposed $1.75 trillion Build Back Better Plan.1 For now, it appears...

Financial markets tend to function best when they have clear, strong leadership. When there’s concern about who’s the boss, markets can struggle.Jerome Powell’s first term as Fed Chair ends in February 2022. Until...

Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week.The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell...

A funny thing happened in the investment markets the other day. September was living up to its reputation as a volatile month, but then the Federal Reserve came to the rescue.The Fed concluded its Federal Open Market Committee meeting...

The Autumnal Equinox approaching on September 22 is a day with 12 hours of sunlight and 12 hours of darkness. This balance of day and night serves as a reminder of the change of seasons, and heralds the coming of fall colors and...

The stock market notched its 7th straight month of gains in August, and the Standard & Poor's 500 index has set 53 new highs so far in 2021.1 During August, stocks rallied as investors looked past the increased number of COVID-19...

The 2020 Tokyo Olympics wrap up with closing ceremonies on August 8, and it’s been an Olympic games like no other. We’ve watched the world’s finest athletes go for the gold. Which leads many to wonder: what exactly...

With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months. The yield on the 10-year treasury closed at 1.26% on...

Corporate earnings season has begun, and the results are turning heads on Wall Street.Of the 120 companies in the S&P 500 index that reported numbers as of Friday, July 23, 89% of them beat the Street’s earnings-per-share...

Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines.The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...

One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to be back with a vengeance.Travel agents are working 14-hour days to meet the needs of...

Weekly Market Insights: Upbeat Feelings Boost Market

Chad Campbell, CFP®, CTFA

Tuesday, June 1, 2021

Optimism over the economic reopening and renewed enthusiasm for technology and other high-growth companies powered the stock market higher last week.The Dow Jones Industrial Average rose 0.94%, while the Standard & Poor’s...

As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8%...

Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”The most recent reading on consumer prices put inflation back into the conversation. The...

2020 is certainly a year for the history books, and it’s with pleasure we see it that direction… toward history. With a global pandemic, social unrest, devastating natural disasters, a contentious election, and what could...

2020 brought with it a waiver of Required Minimum Distributions via the CARES Act in response to the Coronavirus pandemic. Absent legislation to the contrary, RMDs will make their return in 2021. As a reminder, though, when the CARES...

Those in the Salem area may have noticed a relatively significant change taking place at the south end of Riverfront Park. While Barry prefers to quietly serve in the background, foregoing recognition in favor of taking satisfaction in...

Just before the sky began to fall in 2020, we set out on a journey to reimagine the way in which we present Capital Financial Planners from a visual standpoint. We hope you enjoy the resulting new look as much as we do, and want you to...