Tag: Personal Finance

The Bond Market Listens When the Fed Talks Inflation

Sep 30, 2020

Federal Reserve
What the Fed’s new policy may mean for you.

Most recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting bond market short-term rates when inflation approached 2 percent. But in light of 2020’s many challenges, the Fed’s new policy may allow inflation to run above 2 percent for a period of time before any shift in monetary policy is considered.1 (more…)

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Home Builders Confident in Economic Rebound

Sep 25, 2020

Red House Standing Out
Here’s what you need to know about the housing market.

To some, this may hardly feel like an economy headed for a bright future. But don’t tell that to home builders.

Builder confidence in August jumped to an eye-popping 78 in August, according to the Housing Market Index courtesy of the National Association of Home Builders. To put that number in perspective, anything over 50 is considered positive.1 (more…)

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Women Facing and Conquering Retirement Challenges

Sep 23, 2020

Challenges Facing Women in the Workplace
Looking ahead can help you conquer these unique obstacles

When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the fact that women typically live longer than men, retirement money for women may need to stretch even further.1 (more…)

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Football is Back

Sep 21, 2020

Football american flag
And so is volatility

Football is back, which means Summer is coming to a close, days will get shorter, and sweaters will soon be in play.

This year, there was no pre-season, so professional football started in September, which coincidentally, is a perennial month for stock market volatility.1 (more…)

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Why A Roth IRA Conversion May Now Be Advantageous

Sep 18, 2020

Thanks to a couple of factors, some investors are thinking about this move before 2020 ends.

Roth IRA Conversion decisions have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. (more…)

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Have Stocks Left You Behind?

Sep 11, 2020

Abandoned Phones Left Behind
Here’s what the recent rally could mean for you.

Some people in recent weeks may have been feeling that “the market seems to be doing so well but I’m not participating in any of these high-flying stocks.”

A look behind the headlines helps tell the story. (more…)

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Inflation on the Rise

Sep 2, 2020

Inflation Balloon Rising
What to keep in mind regarding the recent CPI numbers…

Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July’s consumer prices— excluding food and energy—which rose at the highest rate in nearly 30 years. However, this jump may not be as scary as it looks on the surface. Let’s dive into inflation on the rise. (more…)

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Why Regular Rebalancing Makes Sense

Aug 26, 2020

rebalancing stones on pyramid
Your investment portfolio may be off-kilter, and you may not even know it.

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? Here’s why rebalancing is key. (more…)

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Financial Tips for Young Families

Aug 21, 2020

Financial Tips
It’s never too late to start.

The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find that creating a financial strategy is the last thing on their minds. And who can blame them? After all, new parents have a million concerns to keep in mind on top of any unexpected financial pressure that may arise. A few financial tips here and there can help set the basis for your future. Thus, for young families with discretionary income, creating a financial strategy may be easier than they realize.1 (more…)

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Social Security Questions to ask Before Claiming

Aug 17, 2020

Social Security Card Form
A few things you may want to think about before filing for benefits

Determining when to take Social Security benefits is a complicated financial decision. Here are a few things to think about and discuss with your financial professional. (more…)

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More Insights

Sep 30, 2020

Most recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting bond market short-term rates when inflation approached 2 percent. But in light of 2020’s many challenges, the Fed’s new policy may allow inflation to … Continue reading “The Bond Market Listens When the Fed Talks Inflation”

Sep 28, 2020

A U.S. drug company recently said that it’s in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year.1

Sep 25, 2020

To some, this may hardly feel like an economy headed for a bright future. But don’t tell that to home builders. Builder confidence in August jumped to an eye-popping 78 in August, according to the Housing Market Index courtesy of the National Association of Home Builders. To put that number in perspective, anything over 50 … Continue reading “Home Builders Confident in Economic Rebound”

Sep 23, 2020

When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the fact that women typically live longer than men, retirement money for … Continue reading “Women Facing and Conquering Retirement Challenges”

Sep 21, 2020

Football is back, which means Summer is coming to a close, days will get shorter, and sweaters will soon be in play. This year, there was no pre-season, so professional football started in September, which coincidentally, is a perennial month for stock market volatility.1

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