Blog
Welcome to the Wealth Management blog. We will cover a wide variety of topics ranging from current event breakdowns, personal finance tips, business breakdowns, and more. These are meant to provide our insight on different topics and to be an easy place to come, read through topics you find interesting, and to give you some useful information to use in your life. Each blog will be authored by one of the advisors in the office and we would love feedback and interaction as we go with your own thoughts and experiences on the topics we discuss. So please feel free to reach out to us or the author directly!
To team with the blogs, some of the topics will be covered in videos as well that we create and produce. The blogs will typically be a bit more in depth than the videos, with both covering their own different aspects of the same topic, to keep the content refreshing and new to viewers.
Over time, be sure to come to the blog to see what the topic of that time is, and feel free to check out the video content we have that covers both the blog topics and more.
7 Tips to Win in the Long Term
Everyone has their own goals, their own set of rules, and their own "winning" at the end of the day. But there are the same seven things people can do investing to make sure they get their win. These are them.
Read MoreHousing Market: Now and Later
The housing market has always been a high point of interest for the economy. So what does it look like now? Also, what are some factors that may impact it in the future?
Read MoreThe Market Reaction to Government Shutdowns
Government shutdowns feel like a conversation we have often. However, the stock market performance does not show the same fear that you typically think you'd see.
Read More5 Steps to Help You With Student Loans
The student loan restart has begun. While it may seem daunting to jump back into paying your loans off, taking it step by step makes it much easier to tackle.
Read MoreChanging Jobs? This Checklist Will Help
Changing jobs is no small feat, it's a big deal. Along with the exciting opportunities and fresh challenges that come with a new gig, there's a whole world of financial matters to consider.
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A Quick Debt Ceiling Conversation
Just like everyone else, we are seeing and hearing a ton of conversation around the debt ceiling for the US.
Read MoreWhat Low Unemployment Means for Us
There has been a lot of noise lately in the media with conversation around economic strength or weakness. The one bit of data that is being brought up with conflicting opinions is the unemployment rate. What does this mean for us?
Read MoreFinance Myths and Mistakes pt. 2
Part 2 of the series where we debunk financial myths and mistakes we often see day to day.
Read MoreThe Psychology of Consumerism: How It Affects Our Spending Habits
In today's world, consumerism has become a way of life. But have you ever stopped to think about the psychological factors that influence our spending choices?
Read MoreAutomation Is Everything
Automating your personal finance can change your life. And that isn’t an exaggeration. We all know and have been there when you know you should do something and you just don’t. That is especially true when it comes to...
Read MoreConcentration Risk - An Investing Lesson to Learn
There are countless lessons to learn when it comes to investing. In this, we will be talking about concentration risk, and how it can ultimately ruin your investing if you aren’t careful of it.
Read MoreBusting Finance Myths and Mistakes pt. 1
There are countless amounts of personal finance and investing myths and mistakes. Welcome to part one of busting these myths and mistakes.
Read MoreCompound Interest: The Eighth Wonder of the World
Compound interest is one of the biggest wonders of investing. In the simplest explanation, compound interest is interest earned on top of interest.
Read More401(k): Pre-tax vs. Post-tax Investing
One of the biggest questions we get and probably the biggest question in retirement investing is, should I invest in my 401(k) with pre-tax or post-tax money? And the follow up, what’s the difference?
Read MoreWhat 2022 Taught Us
2022 is in the past and behind us now. However, the lessons and fall out from 2022 will continue to be seen for years to come. So what are these lessons? The big lesson is that investing isn’t as easy as many thought it...
Read MoreWhy Tech’s Layoffs May Not Be as Scary as You Think
Some of the biggest headlines we saw in 2022 and will continue to see in 2023 are centered around layoffs. The headlines aren’t as scary once you look around and see that outside that one specific sector, the labor market is strong.
Read MoreFinancial New Year Check List
Making financial goals for the new year is just as important as anything else. Let's wrap up 2022 and plan ahead for 2023.
Read MoreNow What After The Midterm Elections
The dust has settled and the midterms are finalized. So, what does this mean for markets?
Read MoreRetirement Investing In Down Markets
It is no secret that this year the market has not been kind to investors. So during this time, a lot of questions come up. None more prevalent than, what should I do? So let's give some answers to those questions.
Read MoreThird Quarter Earnings Season Importance
I’ve written and spoken about earnings season in the past. Most of my thoughts have come down to the fact that I think overreaction during earnings season is common. We have companies come out and get praised for doing well and...
Read MoreA Take on Student Loan Forgiveness
Student loan forgiveness has made headlines in the past couple weeks. Let's take a quick look at how we got here and what might happen from here.
Read MoreGDP and the Recession Conversation
Breaking down why exactly there is confusion around GDP and the conversation around a recession.
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Weekly Recap 07/24/2022 - 07/30/2022
It was a very busy week of earnings, the Fed, GDP, and more.
Read MoreHow Nike is Solving the Supply Chain Issue
The future of supply chain might look very different. We have seen there needs to be some changes and Nike is proving what changes need to be made.
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Weekly Recap 7/17/22-7/23/22
In this week's recap we see TikTok challenging Google, it is the start of earnings season, and Netflix is still losing subscribers.
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Weekly Recap: 7/10 - 7/16
In this week's recap we go over inflation, unemployment, Twitter suing Elon and more!
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Mortgage rates are up, what should you do?
Mortgage rates have increased significantly this year. Let's take a look at what you should do depending on what stage of life you're in.
Read MoreStock Market Returns After High Inflation
We are in a period of high inflation. We all see it in our lives. But what does that mean for the stock market? If we look back in history, it means good times are coming. Let's dig into it.
Read MoreA Breakdown of Earnings Season
Earnings season is the couple of weeks after each quarter ends where companies go over their earnings reports. Let's talk about the pieces of the earnings call and what the reaction to them is for investors.
Read MoreAn Update On the Real Estate Market After April
With the housing numbers for April now out, we are starting to see some changes in the market. Let's break that down and talk about what the future may hold.
Read MoreRetailers React After Q1
Retailers are in a transitional period. Inflation, supply chain, and a changing consumer are all impacting them. Let's talk about what they are seeing and what might happen now.
Read More4 Reasons to Be Bullish For the Second Half of 2022
Sometimes it feels like it might be easier to focus on the negative than it is to focus on the positive. That doesn't mean there aren't positives we can focus on. Let's talk about some reasons to be optimistic in the second half of 2022.
Read MoreWhat Does The Fed Raising Rates Mean For You
The Fed is raising rates. Let's talk through why they are and what that means for us moving forward.
Read MoreInvesting During Times of Uncertainty
The future is almost always uncertain. One thing that remains the same throughout uncertain times is investing. So how should you do so?
Read MoreGood Debt vs. Bad Debt, and The Line Between Them
Debt is something that is commonly seen as inherently bad. However, that may not be the case. There is a difference between bad debt and good debt. There's also a line to manage between the two of them.
Read MoreThe Impact of The Russian Invasion So Far
The Russian invasion of Ukraine has been going on for roughly two weeks. The next question remains unanswered, what direct impact the invasion may bring to the US and globally?
Read MoreHow The Stock Market Reacts To War
War times are historically favorable for the stock market.
Read MoreA Breakdown of Inflation's Impact On Us
A brief dive into inflation, the CPI Index, and what it all may mean for us.
Read MoreWhy Manufacturing is Coming Back to The US
The supply chain issues have been a hurdle that consumers and companies alike have had to maneuver. Now we see companies bringing more manufacturing back into the US to avoid future disruptions.
Read MoreSubscription Prices Keep Going Up
Our monthly subscriptions are costing more. How much more? And why do companies need to increase these prices?
Read MoreThe Foundations of the Metaverse
What is the Metaverse? How does it change our lives? What are businesses doing about it?
Read MoreAre EVs The Future?
This blog covers the future that electric vehicles may have and the role they can play in all of our lives as we move closer to the mass adoption of these types of cars.
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