Stock Market Rally Market Update: January 27, 2023
Weekly Market Update for January 27, 2023, from DeWayne Hall: Approach any stock market rally with caution There is little to add to last week’s commentary. Stocks are catching a bid in what looks to be another bear stock market rally. From a technical perspective, there may be further to run, but not a lot […]
3 Reasons to Work with a Financial Planning Company
We still hear the words “unprecedented” and “new normal.” The global pandemic impacted every part of our lives, including our finances. Working toward overall financial stability and success is more accessible when working with a financial planning company. Understanding your financial situation and future planning has always been an arduous proce
Weekly Market Update: January 20, 2023
Weekly Market Update for January 20, 2023, from DeWayne Hall: With companies beginning to report their 4th Quarter earnings, or lack thereof, and Janet Yellen reporting yesterday the U.S. Treasury has initiated “extraordinary measures” as the debt ceiling was hit once again, one would assume the stock market would be dropping like a rock. Yes, [&helli
Weekly Market Update: January 13, 2023
Weekly Market Update for January 13, 2023, from DeWayne Hall: The stock market is putting on a pretty good show as we start the new year. In the early weeks of 2023, stocks are breaking above some pretty strong resistance levels. Traders are feeling good, bad news is good news, and good news is great […]
Make Retirement Financial Planning a Goal for 2023
Retirement financial planning includes several financial strategies, such as investments and savings, that maximize your assets for future use. Do you know what you will need to retire comfortably? The current average monthly Social Security Administration benefit averages $1,200. Is that enough to cover your expenses and fun? It takes time to build wealt
6 Steps in Financial Planning
The steps in financial planning aren’t as complicated as people may think. As we near the end of 2022, many are evaluating their situations and thinking of the new year and beyond. A resolution you should consider adopting in 2023 is creating and following a personal financial plan. There are many financial aspects to consider […]
Credit Management During the Holidays
Credit management can be challenging for some who plan to use credit cards and other programs to fund holiday purchases. It’s common to overspend on gift giving and the rise of Buy Now Pay Later (BNPL) program participation can be tempting, but risky. BNPL programs benefit businesses but can be adverse for customers. Be proactive […]
Wealth management vs. financial planning
Understand that wealth management and financial planning can apply differently depending on your needs, goals, and current financial situation.
Wealth management and tax planning: Options to explore with your financial advisor
Speak with your financial advisor about wealth management and tax planning options that will protect your assets.
Preserving Wealth During a Bear Market
Preserving wealth is at the forefront of many people’s minds as they monitor the volatile behavior of the current bear market. The timeline of global economic recovery is still uncertain. During a time of considerable economic distrust, you can still take actionable steps to build a portfolio that makes a bear market more bearable. A […]