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Monday, February 12, 2024

We can't remember the last time there was such a wide divergence in the outlook for short-term interest rates. But, some confusion is to be expected when the Federal Reserve primes the markets for lower rates but provides few details....

Monday, October 30, 2023

The Social Security Administration recently announced that over 71 million Americans, including Social Security and Supplemental Security Income beneficiaries, will receive a 3.2% increase in their benefits for 2024. However, it is...

Tuesday, October 17, 2023

You may have heard the idea that the Fed is trying to “thread a needle” with the economy by raising interest rates to slow growth but not cause a recession. Well, we’re at crunch time with that plan...

Monday, October 2, 2023

If you're a fan of Warren Buffett, you'll recognize this quote: "Be fearful when others are greedy and greedy when others are fearful." In recent weeks, the investing outlook has become a bit murky, which has led some people to let...

Friday, September 29, 2023

The possible government shutdown will add to the wall of worry. However, it does not equate to another government default potential. Kezia Samuel, CFA, CAIA, and Vice President of AssetMark, discusses the importance of maintaining the pers

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Friday, May 26, 2023

Top of mind for many is the debt ceiling debate.  You may appreciate this perspective from AssetMark's Chief Investment Officer, Christian Chan, regarding the debt ceiling and its approaching deadline.

Thursday, May 4, 2023

We were extraordinarily fortunate to have had with us for 8 ½ years Megan Obright as a friendly, welcoming, intelligent, detail oriented administrative professional in the office.  We knew we wouldn’t be able to keep her forever...

Friday, April 28, 2023

On September 30, 2021, I received a pathology report informing me I have Stage IV prostate cancer.  Scans taken a few days later showed that although the cancer was still “low volume,” it had already spread rapidly from the source tumor

Friday, March 17, 2023

After a tough week of headlines surrounding the banking sector, we thought this summary by AssetMark Chief Investment Officer, Christian Chan, was particularly well put.  

Wednesday, March 15, 2023

Given the headlines and news coverage surrounding the sudden collapse of Silicon Valley Bank (SVB) late last week (as well as two other crypto-centric banks) we want to provide some perspective on the matter.

Thursday, January 19, 2023

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...

Tuesday, January 3, 2023

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...

Friday, December 23, 2022

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...

Wednesday, December 21, 2022

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...

Thursday, November 24, 2022

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...

Monday, November 21, 2022

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.

Wednesday, September 21, 2022

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...

Tuesday, September 13, 2022

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.

Thursday, April 28, 2022

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.

Monday, November 22, 2021

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...

Monday, October 11, 2021

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...

Monday, October 4, 2021

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...

Wednesday, September 29, 2021

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...

Monday, September 20, 2021

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...

Monday, September 13, 2021

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...

Thursday, August 5, 2021

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...

Thursday, July 29, 2021

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...

Tuesday, July 27, 2021

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...

Tuesday, June 29, 2021

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...

Sunday, June 27, 2021

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...

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...

Friday, May 28, 2021

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%...

Wednesday, May 26, 2021

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...

Friday, January 15, 2021

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...

Monday, January 11, 2021

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...

Wednesday, January 6, 2021

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...

Friday, January 1, 2021

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...