Published by Derek Pesta, CFP ®, M.B.A.
After hearing about the motivational speaker and business consultant, Matthew Kelly, I was intrigued by his background as a business consultant to more than 35 fortune 500 companies. Mr. Kelly ended up devoting his life to helping people become the best versions of themselves through the Catholic faith. Read more
After enduring a number of big swings in the market, investors benefited from a steady uptrend in stocks last week. The S&P 500 gained 2.6%, and only a tiny loss on Friday stopped the index from rising every day. The gains came steadily as there were no moves of more than 1% last week. Read more
The stock market wrapped up 2018 and began 2019 with a couple of big swings as investors reacted to a series of major announcements. On Wednesday evening, Apple warned iPhone sales in China were below expectations. The news sent stocks lower on Thursday, but those losses were erased when stocks soared after an extremely strong jobs report and indications of a more flexible Federal Reserve. Read more
The start of a new year always brings with it new personal goals – lose a few pounds, go on regular date nights with your significant other, get rid of a bad habit or create more good habits. Of course, many of our goals revolve around finances.
In fact, 37 percent of U.S. adults said their New Year’s Resolution was to save money or save more money in 2018, according to YouGov. One of the few ways to keep that promise to yourself is to pre-plan. Losing weight? Invest in that gym membership. More dates? Buy a gift certificate to your favorite restaurant. But how do you plan to save more this year? Read more
Published by Mark Petersen, Vice President Affluent Wealth Planning
The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more
We’ve seen some intense market swings in the last few months, spearheaded by a crazy holiday week of ups and downs. These steep dips can cause worry amongst investors. But what does that mean exactly? Brett Carson, Director of Research, discusses how we can adjust our strategies in times like this. Read more
Stock markets continued to decline last week in response to the Fed’s modest shift in its interest rate outlook. The core issues of slowing growth, how the Fed will respond, U.S. and China trade, and Brexit have introduced a high level of uncertainty in the markets. Read more