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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,…
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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…
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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…
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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,…
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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…
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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…
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