by Jenna Casey | Jul 6, 2022 | Financial Planning
One of my priorities over the last 30+ years has been to help people achieve financial independence. My goal is to assist people to get to the point where they know they will be able to accomplish the things that are important to them. At that point, it’s no...
by Jenna Casey | Jun 28, 2022 | Financial Planning
Do you feel like the Fed is challenging your portfolio with the rapid interest rate increases? Considering that the bond aggregate is down by 12.4%, with a yield of only 1.98% year-to-date, it’s not surprising that you’d be feeling nervous. Additionally, the...
by Jenna Casey | Jun 22, 2022 | Financial Planning
It’s official! We’re in bear market territory with the S&P 500. And just in case you didn’t know, we’ve also been in bear market territory with the NASDAQ for some time. In my opinion, there’s a good chance that we will experience...
by OFGAdmin | Jun 14, 2022 | Financial Planning
It’s no secret that the housing market has gone crazy. Prices are high, and inventory is low. If you’re retiring, and you aren’t planning on moving any time soon, you may be thinking that the market demand doesn’t affect you. But is that an accurate...
by Jenna Casey | Jun 8, 2022 | Financial Planning
The last time we experienced a Bear Market was during the Great Depression. After that, it was during The Dot-Com Bubble. Despite being a young man in my financial career, I remember those periods clearly. I recall watching the NASDAQ fall 79% from peak to trough over...
by Jenna Casey | Jun 1, 2022 | Financial Planning, IRA
When a website tells you that your payment is “secure,” do you ever get the temptation to hold on to your wallet a little tighter? In March of 2022, the House of Representatives passed the Secure Act 2.0 (Setting Every Community Up for Retirement...
