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Past Commentary & Articles

Article
February 27, 2024
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Leap Day, occurring once every four years on February 29th, serves to align our calendar with the Earth’s orbit around the sun. Despite its rarity, its impact on the economy is minimal, with debates arising over whether salaried employees work “for free” on this additional day.

Market Commentary
February 15, 2024
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While inflation holds significant importance within the Fed’s dual mandate, which prioritizes maximum employment and price stability, it does not stand alone in the Fed’s considerations. The Federal Reserve also monitors four other crucial economic sectors that provide valuable insights into the economy’s overall well-being and may impact the timing of monetary policy adjustments.

Article
February 15, 2024
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Are you confused by all those letters after your advisor’s name? Hundreds of financial designations exist around the world. When researching advisors, it’s important to understand what those letters mean.

Article
February 14, 2024
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While many fiduciary mistakes stem from unintentional actions or even good intentions, they can lead to complications later on. Here are some typical errors associated with overseeing a company’s retirement plan.

Article
February 14, 2024
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Getting on the same financial page often takes ongoing work as a couple. Here are seven tips to help you and your spouse or partner get – and stay – on the same page about money.

Cents of Self
February 9, 2024
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Making financial preparations for retirement can seem overwhelming, especially with the amount of information available to help you with this task. It can be difficult to figure out whose advice you should follow and what strategies would best align with your financial goals.

Article
February 7, 2024
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You might have a professional relationship with a financial advisor – one who is supposedly looking out for your best interests and helping you work toward your personal and financial goals. How is that relationship going for you?