Financial Plans

interest-rates-rising

What the Raising of Rates by the Fed Means to You

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At last week’s meeting of the Federal Reserve Board, they announced that they would be increasing interest rates for the second time this year and that they intended to increase rates 2 more times before the year is over. That would be a total of 4 increases, instead of the 3 that were anticipated by Wall Street. Considering how long we have lived in a super low interest rate environment, many people are worried that rising rates will undermine our economy and be a catalyst for drops in the stock, bond and real estate markets.

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How to Safeguard Your Retirement Savings

Leave a Comment / Financial Plans, Financial Security, Retirement Plannnig /

In 2017 I heard from more clients, associates and friends about being scammed or nearly scammed. Over the past three or four months, there has been a major increase in scams, viruses, ransomware attacks and identity theft schemes. Given the current state of affairs, I would expect there to be many more, and more sophisticated, threats to surface in the upcoming year. Those who take a few minutes now to plan and protect what you have worked so hard to create, will likely safeguard their wealth from the variety of threats out there.

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taking-risk

What Do The California Wildfires Have to Do With Risk Management?

Financial Plans, Financial Security /

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What the New Department of Labor’s New Rules Means for Your IRA

Financial Plans /

You may have heard about the Department of Labor’s new Fiduciary rules that partially took effect on June 9, 2017. These new rules were originally supposed to be implemented in April, but the new administration requested a 60 day delay to hear more commentary before being put into force. This isn’t intended to be an editorial on the rule, but an explanation of what it is, why it was created, and how it might change the way we are able to help our clients in the future.

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happy-new-year-2017

What is Your Theme for 2017?

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As I look back at this year one can focus on so many things. The Cubs won the World Series, Social Security claiming options underwent dramatic changes, interest rates hit an all-time low before rising dramatically since the election, and many were surprised by the outcomes from November’s election (not just the presidency). The stock market dropped dramatically early in the year and then rallied to new all-time highs in December. We had the British vote to leave the European Union (Brexit) and now several other European countries are considering leaving the Union. There were Olympics in Rio that surprised many by going off without the major catastrophe that many were expecting. All in all, this was a year of extremes.

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