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 […]
Current Perspectives
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™ […]
Quarterly Investment Commentary – July, 2022
The second quarter of 2022 was characterized by bad news and difficult economicconditions. U.S. stocks entered bear market territory in the middle of the second quarterand finished with the worst first six months’ return since 1970. Fixed income securitiesdid not provide much diversification benefit as interest rates rose. Many factors drove economic uncertainty and a […]
