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Over the past year, equities have shown significant upward momentum, rebounding strongly since the S&P 500 hit a low point in October 2022. This surge has resulted in a remarkable 26% increase in the S&P 500 over the last year, prompting questions about the potential for further growth. Despite concerns of a looming recession in…
We are pleased to bring you the latest update on tax deferral strategies and regulations that may impact your financial planning. In this ever-evolving landscape, staying informed about changes in tax laws is crucial for making informed decisions and optimizing your tax position. Our update aims to provide you with key insights and updates on…
As we enter the new year there are a lot of mixed feelings on where the direction of the economy may go, but one thing we believe is for certain, there is a lot to look forward to. When we look back at 2023, it was an interesting year. We had banks collapse, recession fears,…
The market can fluctuate and make various investment vehicles attractive. Throughout 2023, Money Markets were a haven for cash; they returned greater than 5% while possessing little to no risk (Moody’s Analytics). As an investor, you are trying to find the best possible way to create the highest return on what you own. The current…
The world has changed a lot over the last eighty years. The way we function as a society will continue to change until the end of time. Every year, we have become more and more efficient as people and as a society. We will only continue to become more and more efficient with our time…
Uncertainty is all we have felt over the last 18-24 months. Many questions continue to arise as the trajectory of the economy is still up in the air. Is the idea that the economy will fall into a recession fading? Will there be a soft landing? There are plenty of questions we find ourselves asking,…
FINRA Posts Life Settlement Alert For Consumers On July 31, 2023, the Financial Industry Regulatory Authority (FINRA) posted an investor alert and guide aimed at older consumers who are thinking about selling their in-force life insurance policies to others through life settlement transactions. This is FINRA’s first posting on life settlements since 2009. SALE OF…
My name is Davis Johnson, some of you might know me already. I recently graduated from the University of Cincinnati. As I embark on this journey into the financial planning field, I am entering into a dynamic and fulfilling profession that plays a vital role in helping individuals and families achieve their financial goals. I…
Regardless of if you are wary or optimistic, we believe planning provides our clients, at any stage of life, the confidence to face life’s uncertainties. Through our Strategic Pathways Process you have a proven financial roadmap, completely personalized to guide you as your life and needs evolve. If you or someone you know could…
On Wednesday, June 20th at 10 a.m., Chairman of the Board of Governors of the Federal Reserve System, Jerome Powell, gave his Semiannual Monetary Policy Report to Congress. The main question viewers sought was, will there be more rate hikes this year? The short answer is not yet. Over the course of the last year…