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What’s on our mind? You might discover it in our blog. Timely ideas from the industry or emerging trends, you can read about it here. Contact us for more details.

Friday, April 19, 2024

When financial professionals like me start digging into the tools we use to assess financial market valuations, one thing that catches our eye is the U.S. money supply. We look closely at measures like M1 and M2— basically the rock...

Wednesday, April 17, 2024

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. Inflation Spooks Markets On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that...

Monday, March 11, 2024

In reviewing Quarterly Economic Data and Corporate Earnings, it is critical to look beyond the headlines.

Friday, March 8, 2024

Wall Street keeps asking, “When will the Fed start cutting interest rates?” But perhaps the better question is, “What is the Fed looking for before it would consider cutting interest rates?”

Tuesday, February 20, 2024

Weekly Market Insights: Market Retreats on Inflation, Economic Reports.

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Wednesday, February 14, 2024

House Passes New Child Tax Credit

Friday, January 26, 2024

Dovish Fed Sees Rate Cuts in ‘24. What that might look like

Thursday, January 11, 2024

The Senate and the House have returned to work but are unlikely to get much done before the Christmas break— which means January is going to be busy. To recap, Congress passed a short-term budget package before the Thanksgiving...

Wednesday, January 10, 2024

Fed Chair Powell finally made his much-anticipated “pivot” at the close of the Fed’s two-day December meeting, saying he sees short-term rates heading lower next year. Perhaps much lower. Surprised but excited, the...

Thursday, November 30, 2023

Consumer sentiment data reflects a rise in financial comfort for consumers

Wednesday, November 29, 2023

IRS Releases 2024 Tax Brackets, Retirement Contribution Limits

Thursday, November 9, 2023

Getting good Financial Advice and following your plan is always the best approach to weather volatility in markets

Monday, November 6, 2023

GDP may tell a tale of stronger growth than expected

Thursday, November 2, 2023

How does COLA increase impact Medicare

Tuesday, October 3, 2023

Sticking to your long term investment plans means you have to look at where you going as a whole rather than the individual moments of market uncertainty and cycling.

Friday, September 29, 2023

How M1 Money Supply & Inflation Are Related

Friday, September 15, 2023

Dollars and Degrees: The Cost of Education

Wednesday, September 13, 2023

How is the economy actually doing and what impact does that have on you

Friday, September 8, 2023

Behind the shift to Money Market for yield

Thursday, September 7, 2023

Weekly Market Insights: September Stocks Open In Positive Territory

Friday, July 14, 2023

In advance of 2023, the recession was imminent. Market pundits warned as the Fed raised interest rates, the economy would enter a recession. It’s July now, and so far, no recession. It looks more like we are heading to expansion.

Tuesday, July 11, 2023

From the headlines, Iconic Aretha Franklin's Estate is embattled due to improper estate planning.  A little bit of good planning ensures your intentions are met and your legacy prevails.  Every family should  have these important documents.

Saturday, July 8, 2023

Why the Fed Can't Figure Out the Jobs Market

Thursday, June 1, 2023

Are we in a recession or in a bull market?

Tuesday, May 30, 2023

What is going on in the Markets week of May 29th 2023

Thursday, April 6, 2023

Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.The accompanying chart shows that money held in money market mutual funds rose to $5.1...

Tuesday, April 4, 2023

Weekly Market Insights: Banking Crisis Fears Dim; Markets Rally Week of April 3, 2023

Thursday, March 16, 2023

How the Fed Chairman is telegraphing policy

Thursday, March 16, 2023

When banks enter financial trouble, how does FDIC help?

Monday, February 20, 2023

The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...

Wednesday, February 15, 2023

Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while the Standard & Poor’s 500 declined...

Wednesday, February 15, 2023

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...

Tuesday, January 10, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Thursday, October 27, 2022

How the Fed Has Navigated World Events

Saturday, October 1, 2022

MediCare open enrollment runs from November 1st through January 15th. How to approach if you are eligible this year.

Friday, September 9, 2022

Recession or Growth Scare? Your Guide

Wednesday, September 7, 2022

Weekly Market Insights: Markets Sag, Job Numbers Soar

Wednesday, August 24, 2022

How might the Inflation Act Impact You? Most of the provisions do not directly address inflation. So what does it do?

Monday, August 22, 2022

Weekly Market Insights: Markets Tap Brakes, But Hold Fast Against Downbeat News

Friday, July 29, 2022

Recession talk and how to approach

Wednesday, July 27, 2022

How to deal with bearish commentary and maintain your portfolio's direction

Monday, July 25, 2022

How to maneuver in a volatile market

Friday, July 22, 2022

In case you didn’t know, June is National Internet Safety Month. With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been...

Thursday, July 21, 2022

Price Earnings ratios and how it affects your investments.

Tuesday, May 31, 2022

Tuesday, May 24, 2022

Upcoming GDP Report and what it means for economy.

Thursday, May 19, 2022

If interested in purchasing I Bonds, here is how you can achieve it.

Wednesday, May 4, 2022

Friday, April 22, 2022

Friday, April 22, 2022

Wednesday, April 13, 2022

Wednesday, April 6, 2022

Direct Indexing-a new trend in Investment products and offerings. What is it? Why does it matter?

Tuesday, March 29, 2022

2021 Retirement Confidence Survey

Thursday, March 24, 2022

Thursday, March 24, 2022

Monday, February 7, 2022

Monday, February 7, 2022

Thursday, December 9, 2021

Thursday, December 9, 2021

Monday, November 29, 2021

News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week.The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2...

Monday, November 29, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...

Wednesday, November 10, 2021

While it’s still too early to draw any final conclusions, Congress is getting closer to outlining what tax law changes are under consideration to pay for the proposed $1.75 trillion Build Back Better Plan.1For now, it appears...

Monday, October 25, 2021

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...

Monday, October 25, 2021

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.One of the proposals would reduce the estate tax exemption to...

Tuesday, September 28, 2021

The most recent stats on corporate dividends suggest that global companies are bullish on the world’s economic recovery.Dividends paid to investors are on track to hit $1.4 trillion this year and are expected to stretch even...

Tuesday, September 28, 2021

Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names.The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working...

Tuesday, September 28, 2021

Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement.The Dow Jones Industrial Average gained 0.62%, while the Standard & Poor’s...

Friday, September 10, 2021

It can be incredibly difficult to make sense of data. A report coming from one body may tell you one thing, and another report might seem to offer a wholly different perspective.Such is the case with August’s jobs numbers from...

Friday, September 10, 2021

Are you having a tough time keeping track of inflation's mixed signals? You’re not alone.Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, which can be an indicator of future price...

Wednesday, September 1, 2021

We pray you and your families are safe following Hurricane IDA. Our offices are up and running per our business continuity plan. Should you need to contact us, please call our office any time at 225-300-4810. We are here to serve even...

Monday, August 9, 2021

On July 6, oil prices reached a six-year high of $76.98 a barrel. This benchmark came as the Organization of the Petroleum Exporting Countries (OPEC) and allies failed to reach an agreement regarding an increase in production.1This...

Sunday, August 8, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Monday, June 28, 2021

Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines.The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...

Wednesday, June 23, 2021

summer travel is back with a vengeance. Economy and people are ready for normal again.

Wednesday, June 9, 2021

The talk is of tapering, and it’s making investors nervous. The Federal Open Market Committee (FOMC) released the minutes of its April meeting last week. What will Fed do with bond purchases?

Wednesday, June 2, 2021

What does it mean when two of the most powerful voices in American financial life seem to be saying two different things?In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s...