Fee-only, SEC Registered Investment Advisers
The year 2020 started off with continued strong economic growth fueling the equity market to new highs. Bond yields remained low as inflation continued to be muted. Then the Coronavirus Pandemic hit and threw everything out of kilter. Beginning in early March the economy shut down across the US and growth fell off a cliff …
An uptick in economic activity caused bond yields to tick up modestly during the fourth quarter. In contrast to some foreign economies, US consumer and business spending rebounded. The Federal Reserve lowered interest rates for the third time; the Fed Funds rate is now at 1.5-1.75%. Despite strong labor markets, inflation remains under control and …
In the fourth quarter of 2018, equity and bond markets reversed direction from trends established through most of the previous nine months. Tough talk on tariffs and more signs of a slowing economy both in the US and globally weighed on equities, while at the same time helping treasury bond prices advance (leading to lower …
The Federal Reserve again raised interest rates at its June meeting. The new range on the Fed Funds rate is now 1.75%-2%. We expect another two rate hikes this year which will bring this key short-term rate to as high as 2.5%. US growth remains strong and inflation has crept upward. The Fed will likely …
Consider a Financial Caretaking Plan
This enables us to help you prepare for transition of financial management to your financial caretaker(s). If portions of the questionnaire are not applicable, that’s ok! We can work on this report together to reflect your plans.
A Financial Caretaking Plan outlines the steps you take to transfer bill paying, investment management, estate planning, and tasks you need to complete to prepare for the day you can no longer manage finances on your own.