By Michael Donahoe, CFP® These days we have more options than ever available to us. Whether it’s choosing a movie to watch on Netflix or finding a dentist, it’s easy to get overwhelmed and have doubts about your decision. When it comes to choosing a financial advisor, the stakes couldn’t be higher. How do you […]
Current Perspectives
Fed Rate Hikes Leads The Market Into Bear Territory
By now, you know that the U.S. Federal Reserve Board raised the so-called Fed Funds rate by three quarters of a percent—the largest increase since 1994. You may also have heard that the size of the increase took everybody by surprise—a list that includes economists, pundits, journalists and professional investors. The news drove the markets, […]
How Much Do I Need to Retire Comfortably?
By Michael Donahoe, CFP® Just as no two snowflakes are alike, no two comfortable retirements are going to look exactly the same. First of all, “comfortable” has different meanings to different people. Your version of a comfortable retirement won’t look like your friend’s or neighbor’s. You might be planning to spend your golden years close […]
Quarterly Investment Commentary April, 2022
The economy and markets took a hit during the first quarter of 2022. The Russian war against Ukraine is a significant event that has worsened the shortages and inflation pressures already felt as a result of the COVID-19 pandemic. We don’t know how Ukraine will turn out, but we do know that stocks have weathered […]
The Real Benefits of Diversification
By Michael Donahoe, CFP® Have you ever played roulette? If so, you likely bet on several numbers rather than pinning all your hopes on one and letting it ride. There’s nothing more daring than betting on a single number to win. Especially if you’ve got a decent chunk of money on the table, why risk […]
