January is Financial Wellness Month
While we all intuitively know that simple, daily actions can have a big impact on our health, sometimes a few reminders can be helpful.
For example, we know that we should:
Drink more water;
Eat more fruits and vegetables;
Ensure we get enough sleep;
Exercise regularly; and
Take time to be still.… Read More
The U.S. labor market was a shining star in 2022 against a dim economic backdrop of tighter financial conditions and recession fears. Although real GDP normally outpaces payroll employment, due to rising labor productivity, payrolls grew more rapidly than real GDP growth in 2022, flipping the script on this dynamic.… Read More
New Year, New You?
Many of us try for a fresh start around the New Year – and most of us don’t achieve it. In fact, it only takes a month or so for most of us to abandon that fresh start, even if we really want it.1
What if our slip-ups weren’t failures but, instead, just our first tries – or latest attempts – at a fresh start?… Read More
2022 was a difficult year for the public markets, as positive stock-bond correlations offered investors little to no protection against the macroeconomic backdrop of persistently high inflation, hawkish monetary policy and heightened geopolitical tensions
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A clear investing approach for creating lasting, inflation-adjusted retirement income
Ask Yourself These Questions:
How much can I safely spend?
How much investment risk can I handle?
Are my retirement savings in the right place?
Do I have enough retirement savings to last my lifetime?… Read More
The story for the U.S. economy this year has largely been about battling record-high inflation, which has left bothequity and fixed income markets bumpier than a ride on Santa’s sleigh. While we do expect a steady deceleration ininflation next year, the rate of inflation is still elevated relative to history, even after coming in below expectations forthe second consecutive month in November.… Read More
As we enter the final stretch of the year, the U.S. economy is running on low gas against strong headwinds. Economicdata this week showed a picture of declining industrial production, manufacturing and services PMIs and retailsales.
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This week, investors will gain further clarity on whether the recent inflation downtrend is sticking and the Fed’s timingon a policy pivot. `
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Taxes are a top detractor from overall portfolio performance. Your financial advisor can help you implement strategies to make your investments more efficient.
The Case for Tax Management
Scenario 1: Tax-Managed Portfolio
As part of an on-going tax management strategy, your financial advisor will consider opportunities to manage, defer, and reduce taxes to potentially improve your returns.… Read More
Last week’s job data supported a reoccurring theme – the labor market is cooling from a position of strength. According to the October JOLTs report, there are still more jobs than Americans looking – now at a 1.7 openings/available worker from 2 to 1 earlier this year.… Read More