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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…
As this could be the most widely anticipated recession in decades, investors are asking: Will there be a recession? How bad will it be? and What comes next? The U.S. Federal Reserve’s aggressive campaign of interest rate hikes to combat persistent inflation has amplified the risk of recession. Recent banking sector turmoil, which will likely…
Through planning, money becomes a tool to help you live the life you want. Accumulating as much wealth as possible is no longer the primary objective of your financial plan. The traditional path to saving and investing has been to focus on the future (retirement) and rely solely on numbers and return on investment (ROI).…