According to Chairman Powell at Jackson Hole, the Fed “is navigating by the stars under cloudy skies.” In the wake ofthis admission that the outlook is not terribly clear, investors turned their attention to the August CPI report, hoping for abetter view of what might lie on the horizon.… Read More
A Quick Look at Your Life Insurance Needs
You might consider a needs analysis in order to truly meet your objectives
Have you ever wondered how much life insurance is “enough”? One general rule of thumb says that you should buy an amount equal to five to seven times your annual income.… Read More
“Resilient” has been the word often associated with the U.S. economy in 2023, and much of this acclaim owes tostrength in the U.S. consumer.
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weekly_market_recap-09-11-2023
Changing Times, Changing Needs
Questions that all policyholders should ask themselves at least once a year
When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time, she could sit back and not think about life insurance anymore.… Read More
Since the onset of the pandemic, “nearshoring” (moving offshore manufacturing closer to the U.S.) and “friendshoring” (moving offshore manufacturing to places that have strong diplomatic relations with the U.S.) have garnered more interest.
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weekly_market_recap-09-04-2023
Becoming Osaic
I’m reaching out to share some exiting news regarding SagePoint Financial, the firm I use to support my business operations.
SagePoint Financial recently announced that its parent company (formerly Advisor Group) adopted a new brand and name – Osaic.… Read More
Earlier this year, investors largely anticipated that U.S. economic activity, specifically capital spending, would slow dueto the lagged impact of tighter monetary policy. Instead, however, the economy has remained resilient and realnonresidential fixed investment grew 4.6% y/y in 2Q, largely driven by spending on structures and intellectual property.… Read More
Most forecasters entered this year expecting a recession, but recently, economic growth has actually reaccelerated.In fact, the Atlanta Fed GDPNow model estimates that the U.S. economy will grow at a 5.8% saar this quarter.
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weekly_market_recap-08-21-2023
Do you think you’re telling yourself the truth about money?
We may think we know the facts about our finances. But our beliefs can often overshadow the facts.
Our wishes, hopes, and fears can tip the scales away from the truth.… Read More
The Murkiest Part of Estate Planning is Talking
Specific questions to help frame your thinking as you talk to your heirs
The murkiest part of estate planning is to discuss when and how to distribute your assets to your heirs. This process requires a series of considerations and trade-offs to avoid emotion-laden family problems.… Read More
According to Chairman Powell at Jackson Hole, the Fed “is navigating by the stars under cloudy skies.” In the wake ofthis admission that the outlook is not terribly clear, investors turned their attention to the August CPI report, hoping for abetter view of what might lie on the horizon.… Read More