Blog
Is the Fed Ready to Pause?
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
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New Retirement Contribution Limits for 2023
The Internal Revenue Service has released new limits for the coming year. Our President, M. Kevin Carrier has them detailed in his latest blog.
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Warren Buffett on Contrarian Investing
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.
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JOLTS of Optimism for the Markets?
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...
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The Biggest COLA Increase Since 1981
Check out our latest blog!
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Putting Interest Rates Into Perspective
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!
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Have a Hopeful Halloween
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.
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9 Facts About Social Security
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
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What Can You Buy With 529 Distributions?
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.
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Important Details on Student Loan Relief
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.
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Financial Considerations During a Divorce
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.
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Appetite for Risk
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!
Read MoreLower the cost of your life insurance.
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...
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3 Tips for the Remainder of 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:
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Do You Need Disability Insurance?
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:
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The Cycle of Investing
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:
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Inflation, Interest Rates, & Indiana Jones
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...
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Staying Positive
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...
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