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Wednesday, December 14, 2022

Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. Check out our latest blog from our President M. Kevin Carrier

Wednesday, December 7, 2022

The Internal Revenue Service has released new limits for the coming year. Our President, M. Kevin Carrier has them detailed in his latest blog.

Wednesday, November 30, 2022

You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors? Check out our President, M. Kevin Carrier, latest blog to learn more.

Wednesday, November 9, 2022

We measure the jobs market in many ways, but the Job Opening and Labor Turnover Survey or JOLTS report seems to be of particular interest to Fed Chair Jerome Powell.The JOLTS report tells the Fed how many job openings there are each...

Wednesday, November 2, 2022

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Wednesday, October 26, 2022

Traditionally, our President M. Kevin Carrier, has been a little cautious when people say, “it’s different this time.” Check out his latest blog post to hear more!

Wednesday, October 12, 2022

Lately, "inflation" seems to be the media's favorite word. Everywhere you turn, there's another story about the impact of inflation. Check out this blog to see why our President, M. Kevin Carrier, has confidence we will get through this.

Tuesday, October 4, 2022

Social Security's been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Our President, M. Kevin Carrier, notes 9 things that might surprise you in this blog

Wednesday, September 28, 2022

Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. Check out this blog post where our President M. Kevin Carrier outlines what you can buy with 529 distributions.

Wednesday, September 21, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. Here are some key points our President, M. Kevin Carrier, would like you to know.

Wednesday, September 14, 2022

A divorce can have a profound impact on your finances. Check out this blog post where our President M. Kevin Carrier outlines key considerations for maintaining your financial health as you proceed through the process.

Wednesday, September 7, 2022

Investing is a risky business. Often clients will say, “I don’t like to gamble”.  I tell my client gambling is what you do when you drop that quarter in the slot machine at the casino and you have not possible outcome of the results!

Wednesday, August 31, 2022

Here’s a little-known fact that may help you save money on life insurance: when it comes to underwriting, insurance carriers typically rate clients to their closest birthday.What does that mean? It means that if you are 39 years...

Wednesday, August 24, 2022

With more than the half the year behind us, now is a great time to consider what the remainder of 2022 may hold. Our President, M. Kevin Carrier, discusses this in his latest blog. You can check it out here:

Wednesday, August 17, 2022

Think you don’t need disability coverage? Think again. Our President, M. Kevin Carrier, discusses this in his latest blog. You can check it out here:

Wednesday, August 10, 2022

When markets fall, it’s easy to forget that downtrends are part of the investing cycle. Our President, M. Kevin Carrier, discusses this in his latest blog. You can check it out here:

Wednesday, August 3, 2022

Stop me if you heard this already—roughly half the population wasn’t alive last time inflation was at this level.It’s true. According to IMDb.com, Raiders of the Lost Ark was the #1 movie at the box office the last...

Friday, March 18, 2022

Staying positive these days is a lot easier said than done. Inflation is running hot, gasoline prices are up, interest rates are climbing, and it’s hard to remember the last time the stock market had a winning week. Add in...