Blog posts by category

by Jason Hamilton, CFP® Many of our baby boomers (71.6 million) are seeing retirement on the horizon, if they are not there already. With this exciting new chapter, retirement brings a range of emotions – excitement, relief, sadness, joy – But it can also be very overwhelming. It’s important not to lose sight of the control you can still …

by Keith Blakely, CFA Money Market Funds are yielding 5%. A 10 Year US Treasury Note is yielding just shy of 4%. Thirty-year mortgage rates have floated around 7% in 2023. This is quite the turnaround over the past 18 months. Interest rates are now as high as we have seen since the mid-2000s – not quite to levels that we witnessed …

by Kathy C. Thompson, J.D. Welcome to the latest edition of our quarterly wealth management newsletter! As we embrace the warmth and vitality of the summer season, we invite you to embark on a journey of financial exploration and prosperity. Just as summer brings opportunities for outdoor adventures and memorable experiences, it also offers …

by John M. Fidler Markets generally moved higher in 1Q23 as the S&P 500 gained 7% and global equity markets rose close to 3% (as measured by the MSCI World Index). Bond prices moved higher as the 10-year Treasury yield declined from around 4% to just below 3.5%. Commodities were mostly higher (especially precious metals) though oil prices …

Set your retirement plan ‘on FIRE’by Keith BlakelyFor the vast majority of Americans, retirement is a 40-year journey that starts with obtaining an education, landing a job, saving 10 to 15% of your salary in your retirement account, and building your nest egg through your working years.In recent years, there has been a movement taking place that …