Short Term Momentum

We have hit some records in major US indices, but the world has not caught yet up, with some serious weakness around the globe. This week, stocks in the US were up just shy of 1%, but globally they were up just over 1%. In general, we are still in a Bull Market cycle from [...]

2018-09-21T14:32:11+00:00 September 21st, 2018|Financial Advice|

Recognizing Bad Money Habits in Your Friends

People come to us to help them figure out ways to achieve their financial goals, including retirement planning, estate planning strategies, business services, and spending/savings needs. Oftentimes people don’t always make the best or most favorable decisions, even when they have all the facts in front of them. Sometimes, friends can have undue influence in [...]

2018-09-18T06:45:37+00:00 September 18th, 2018|Financial Advice|

Top 6 Products to Consider Buying in September

If you intend to make some major purchases this year, a little bit of planning may save you some money. With the fall coming, many stores will feel the squeeze from summer product inventories and shipments for the winter holidays. Here is a list of the top 6 items which have better pricing in September [...]

2018-09-11T07:24:06+00:00 September 11th, 2018|Financial Advice|

Trace and Retrace

Stocks started on a strong note to begin September, but in the US, they ended the week down about 1% with weaker action globally. We have passed the 4-month mark from the Confirmed Up signal in May, but this period tends to be choppier in the stock markets, historically speaking. There could be another downturn [...]

2018-09-07T15:00:58+00:00 September 7th, 2018|Financial Advice|

5 Back to School Lessons that Apply Beyond the Classroom

September is back to school time for kids across the country, and it is often met with both apprehension and anticipation alike. Just as with a new notebook, starting with a blank slate can be viewed as a challenge or an opportunity to learn and grow. As you are readying your children, grandchildren, or possibly [...]

2018-09-04T09:04:06+00:00 September 4th, 2018|Financial Advice|

Keep Finances Intact in a Natural Disaster

From blazing wildfires and floods to hurricanes and tornadoes, natural disasters make front-page news whenever and wherever they happen. Less headline-worthy are the financial repercussions that follow, which thousands of people are dealing with right now, in the case of Hurricane Matthew. These types of tragedies are unavoidable — the most you can do is [...]

2018-08-28T08:43:31+00:00 August 28th, 2018|Financial Advice|

What You Think You Know

Stocks were up this week, both in the US and globally. August has so far been quiet this year, which has been an aberration in the historical trend of volatility at this time of year. We are not seeing much movement in the Core Indicators this week, as we maintain Neutral readings in both the [...]

2018-08-24T14:08:51+00:00 August 24th, 2018|Financial Advice|

Go Out and Come In

Markets have been in flux recently, with large day-to-day moves. However, at the end of the week, stocks in the US virtually are unchanged. Also, stocks globally continue to drag. It’s difficult to tell if the US will carry or the world will drag everything down in the midst of the Bull Market.  Meanwhile, our [...]

2018-08-17T14:17:44+00:00 August 17th, 2018|Financial Advice|

Paying Off a Mortgage Early? 4 Questions to Ask Yourself

Home ownership is a dream of many, and it may require financial assistance for a number of years. Making extra principal payments to retire a mortgage before the end of a 15- or 30-year term may seem like a no-brainer. After all, who wouldn't want to extinguish that substantial debt and dispense with monthly principal-and-interest [...]

2018-08-14T07:41:45+00:00 August 14th, 2018|Financial Advice|