If you are feeling a little uneasy about market volatility or aren’t sure of the impact of policy changes on your portfolio, please take a listen to our latest webinar with Advisors Sherri Stephens, Jason Guenther, and Jessie Schlanderer. WATCH NOW BACK TO THE NEWSLETTER IMPORTANT DISCLOSURE INFORMATION *Please remember that past performance is …
Investment Management
Markets Surge, Challenges May Loom Ahead
Last year, the markets and US economy held up surprisingly well despite geopolitical tensions and stubborn inflation. The strength in the economy has been supported by a resilient consumer, healthy labor market, rising corporate profits and an accommodative Fed, lowering interest rates to support economic growth. The S&P 500 hit 57 new all-time highs throughout …
Dreaming of a Retirement Vacation Home?
Nearly 50% of our clients live in or rent more than one home throughout the year. Deciding whether to buy or rent a second (or additional) home is more challenging than ever. With an abundance of options and rising costs in the most desirable locations, the decision can feel overwhelming. Whether you’re dreaming of a …
Reflections on our Independence
As we approach the two-year anniversary of becoming an independent Registered Investment Advisor (RIA), I thought it made sense to reflect on the benefits of the change and summarize what has happened over the past 24 months. You may recall that the change to RIA was intended to support us in maintaining our high fiduciary …
Cryptocurrency Executive Order (EO)
This blog assumes you know what cryptocurrency is. The Biden Cryptocurrency Executive Order EO serves as a high-level homework assignment to the other branches of government. Basically, it highlighted what’s been happening in this area in the past few years: Digital assets are skyrocketing in terms of market cap (going from $14 Billion in 2016 …
Young Women are Investing Earlier
Women are making money moves where it counts. According to a recent study from Fidelity, young women are beginning to invest almost a decade sooner than those from previous generations, and are investing their excess savings outside of just retirement accounts. The average age for a woman to open her first brokerage account is now …
Cryptocurrencies
Cryptocurrencies represent digital units that are utilized to facilitate online transactions without the need for a central intermediary to process. The cryptocurrencies transactions are digitally recorded on a public ledger. As of May 2021, per CoinMarketCap, more than 10,000 cryptocurrencies, also known as coins, have been launched as there are minimal barriers to launching new …
Cash Vs. Money Market
Chasing interest on your cash is a tough thing to do, especially right now with interest rates being so low. Several years ago, before the financial crisis of 2008-2009, I held funds in what were called “demand notes.” Demand notes, a type of money market fund, paid a higher interest rate than a typical savings …
Your Financial Review Meeting
Today’s post is a guest blog post from Kim Waldman, who is our Chief Operating Officer at Stephens Wealth Management Group. So, you want to make the most of your financial review meeting, but you aren’t sure how? I totally understand and was in that place myself just a few years back. Following are a …
Relationships and Finance
If you are in a relationship, are you on the same page when it comes to finance? No?…read on! I recently watched an old episode of How I Met Your Mother, in which Lily was hiding a massive amount of credit card debt from her husband. He didn’t know until they applied for a mortgage. …