5 Tips to Navigate Family Legacy Planning
Money is often an emotionally charged topic, and an older generation’s plans and intent for transferring wealth can trigger an array of reactions from younger family members. Recent projections show that by 2045, $72.6 trillion will be passed on to...
Common Cents
Last week... Equities had a great week! All US Equities soared up. When we say “soared”, we mean it. Remember last Common Cents we mentioned growth was down further than value? That means they have more ground to make up…and make up they did:...
Building Wealth Should Be a Family Affair
Working together on your finances isn’t something that comes naturally to a lot of couples. If that sounds like you, here are a few tips from a professional. It happens too often. One spouse takes the lead on all things financial while the other...
Common Cents
Last week... We endured more market volatility. US Equities were all down, with growth down further than value. Growth companies are well past correction territory and are approaching bear market territory. Last week, Global...
Why Are Gas Prices So High and How Can You Save?
Why Are Gas Prices So High? For months now, the high inflation rates (7.5% over the previous 12 months—the highest in 40 years) have been playing a huge role in driving up gas prices.2 But the war between Russia and Ukraine really threw extra gasoline onto the...
Common Cents
Last week... Was more of the same. Volatility continued to rock the market both domestic and foreign. US equities were all down, except for Health Care. Mid cap companies both growth and value were down slightly more than Large and Small...
Women 18-35 Years Old Start Investing Nearly One Decade Earlier Than Women Ages 36+
It’s Women’s History Month and Fidelity Investments® 2022 Money Moves Study revealed three saving and investing behaviors that stand out among younger women, ages 18-35 years old, as this next generation makes strides in breaking down financial boundaries....
Common Cents
Last week... The day to day market volatility continued, BUT… …we came out of the week with more positive momentum than negative. Only 2 asset classes that are positive YTD, however, all US Equities were up from the...
Do You Fear Retirement More Than Death?
“The golden years” have been synonymous with retirement for the last century! Those much sought-after years are meant to be the time where your lifetime of hard work will pay off and allow you to completely relax for the rest of your life. It’s no surprise that...
Common Cents
Last week... The market’s volatility continued. …And we resurrected a chart we previously used in our weekly updates. You will note we are keeping the bar graph which illustrates the ups and downs of some of the asset classes over a 4-week time...