by lportee53 | May 2, 2025 | blog
College Planning: Key FinancialConsiderations Benjamin Franklin once said that “an investment in knowledge pays the best interest.” As many high school seniors prepare to make their final college decisions, families face one of the most significant financial...
by lportee53 | May 2, 2025 | latest post
Understanding Consumer Debt in a Two-Speed Economy The financial health of consumers is an important indicator of the broader economy. Consumer spending represents about 70% of all spending across the economy, and steady purchases are one reason economic growth has...
by lportee53 | Apr 25, 2025 | latest post
What Bond Volatility and the Battle Over Fed Policy Mean for Investors Just like in the stock market, greater uncertainty has led to swings in the bond market. These moves, driven by tariffs and a dispute between the White House and the Fed, have pushed interest rates...
by lportee53 | Apr 10, 2025 | blog
The Importance of Offense andDefense in Challenging Markets Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding with counter-tariffs, increasing the odds...
by lportee53 | Apr 8, 2025 | blog
Bear Markets, Sell Offs and Reflecting on Asset Allocation – April 2025 How you handle a market sell off. Revisiting your financial plan and investment policy statement. Facing the Pain of Market Declines We’re entering a turbulent time in the markets. Seeing...
