The first half of 2022 is officially over…good riddance. This past six-month period was one for the record books, and not in a good way. Stocks
A Rare Opportunity: I Bonds Are Paying 9.62%; Here’s What You Need to Know
By Matthew Gaude & Shawn McGuire We are in a period of high inflation not seen in the U.S. since the 1980s. (1) With many people worried their
Is a Recession On the Horizon?
By Matthew Gaude & Shawn McGuire With unprecedented inflation, rising interest rates, and a rocky geopolitical landscape, it’s hard to predict
6 Reasons Not to Put Off Financial Planning
By Matthew Gaude & Shawn McGuire Organizing your finances might feel like an arduous task. Between insurance planning, tax planning, estate
June Market & Economic Update
May continued to be a volatile month for the stock market. As you can see in the chart below, the Dow Jones Industrial Average and the S&P 500
Your 2022 Social Security Guide and Preview of the New Social Security Statement Format
By Matthew Gaude & Shawn McGuire Approaching retirement can be a pretty scary time. You have to figure out what you’re going to do with your
April Market Update
By Matthew Gaude & Shawn McGuire There's almost no good news today. The Fed is raising rates and starting quantitative tightening. Inflation is
Quarterly Insights – April 2022
After a historically calm 2021, volatility returned in the first quarter of 2022, as inflation surged to 40-year highs, the Federal Reserve promised
March 2022 Market Update
The invasion of Ukraine is a serious and scary escalation in tensions between Russia, Europe, and the United States. Before we dive into what it could