Financial Tips For Everyone

The Financial Planning Blog

Your go-to financial planning and wealth management resource, whether you're just getting started or well on your way to a financially secure future.

Blog Feature

News & Awards  |  financial markets

Ebola Fear Eases in U.S. Financial Markets

Investors may expect U.S. equity markets to calm after some of the most volatile trading since 2012 as the 21-day incubation period for Ebola passed for many in Texas without new infections, however new developments continue to surface. Recent losses in the U.S. markets mainly attributed to concerns over global growth and plummeting oil prices, were further fueled by fears that Ebola could spread in the United States, adding to the market's recent convulsions.

Read More

Blog Feature

Wealth Management  |  financial markets  |  sequester

Potential Impact of the Sequester in a Slow Growing Economy

Investors continued to add money to equities, resulting in 11 consecutive weeks of positive increases, the longest run in nine years.  The financial markets are off to a good start this year. Although it’s easy to get caught up in the positive momentum of increasing values in the markets, we recommend exercising caution. We believe the financial markets have gone a little too far, too fast and may be positioned for a modest pullback. In the short term this would be neither unexpected nor unhealthy.  In addition, we’re approaching self-imposed Congressional deadlines that create uncertainty.

Read More
Family Inventory Workbook

Family Inventory Workbook

Use this free workbook to gather a comprehensive list of all information pertaining to your family’s current financial picture!