The Worry of Recession? Reasons to Keep Perspective

August 8, 2022 by Christopher Briggs, RRC®, CIM® in General Economy

With slowing global growth, persistently high inflation rates and as the central banks have taken a more aggressive position to combat inflation by raising interest rates faster than anticipated, the media has been preoccupied with evoking fear that a recession is imminent. While this is a legitimate worry, we suggest that maintaining perspective may be worthwhile.

General Economy

Inflation … What does it mean?

July 21, 2022 by Christopher Briggs, RRC®, CIM® in General Economy

Filling up your gas tank in recent months is like seeing the bill for your toddler’s birthday party – “how much?” For a smooth family life, however, both must be paid.

Current Events

Inflation: How Has Purchasing Power Changed?

December 17, 2021 by Jake Steele in Current Events

Estate planning often involves preparing for what happens after death. Yet, consider that giving while living can also play a complementary role within an estate plan. While the obvious personal benefit is the satisfaction of seeing your gift at work, consider that there may be other benefits, including financial ones, from giving while alive:

Financial Planning

Afraid You’ll Outlive Your Funds? The Four Percent Rule Revisited

September 9, 2021 by Iwona Nicastri, CFP® in Financial Planning

How much can I spend in retirement so that I don’t outlast my money? This is one of the more common questions we hear as we help clients to plan ahead.

Casual Fun

Stock Market Returns: Never a Constant

July 21, 2021 by Iwona Nicastri, CFP® in Casual Fun

During buoyant market times, it may be easy to forget that advances in the equity markets often do not happen at a constant rate.