Quarterly Investment Commentary – January 2023

Although the fourth quarter of 2022 showed some improvement in markets, the year was not pretty. Stocks were shaken by the Federal Reserve Board’s aggressive rate hikes (the fastest since the 1980s stagflation era) and the reversal of long running Fed Reserve policies, which flooded the markets with liquidity.  Markets were also impacted by persistent […]

Updates to Social Security In 2023

By Michael Donahoe, CFP® Between leaving the workforce, understanding your Social Security benefits, and defining your new daily routine, retirement can be quite overwhelming. And after a year of what feels like never-ending price increases on basic everyday necessities, many retirees are feeling the pressure to stretch their wallets further and further. Navigating the transition […]

Quarterly Investment Commentary – October 2022

Q3 2022 was a complicated and worrisome quarter for the economy and investors alike. Inflation is now officially red hot, and the Federal Reserve is determined to get it under control by raising interest rates.   Actual reported economic data for Q3 remained fairly strong. Growth in the giant service sector of the economy was offset […]

Essential Details Regarding the Student Loan Forgiveness Plan

By Michael Donahoe, CFP®  President Biden recently announced a plan to forgive student loans for qualified borrowers. As with any new government program, there are many questions as to who qualifies and how much will be forgiven. The plan would provide up to $20,000 of debt forgiveness for students who receive a Pell Grant, and […]

What I Wish I Had Known About Money When I Was Younger

By Michael Donahoe, CFP®  Many of us have learned how to manage our finances through trial and error, while many more have never quite gotten the hang of it. No matter where you are on the scale of financial success, wise money management is a journey that doesn’t happen overnight. As a CERTIFIED FINANCIAL PLANNER™ […]

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