Year End Planning and Tax Loss Harvesting

Year End Planning and Tax Loss Harvesting

Year End Planning and Tax Loss Harvesting November 2, 2022. By Anthony Norris:  While no one wants to see red on their investment statements, and the markets have certainly provided plenty of the unfavorable hue in 2022, the ownership of down holdings can also provide...
Q3 Commentary with J.D. Wolfsberg

Q3 Commentary with J.D. Wolfsberg

Q3 Commentary with J.D. Wolfsberg October 21, 2022: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Portfolio Manager, J.D. Wolfsberg CFA, CFP®, will be sharing his commentary...
The Federal Reserve and Market Volatility

The Federal Reserve and Market Volatility

The Federal Reserve and Market Volatility Written September 30, 2022. By JD Wolfsberg:  Background By the end of 2021 the Federal Reserve began to realize that inflation was no longer “transitory” and they were in fact falling behind in curbing price increases. As we...
Ashley Agnew Discusses Retirement Timing with MarketWatch

Ashley Agnew Discusses Retirement Timing with MarketWatch

Ashley Discusses Retirement Timing with MarketWatch   August 24, 2022:  Amid the pandemic a rising share of U.S. adults over the age of 55 entered retirement. Environmental stressors paired with professional pressures increased burnout rates, and made many...
Will I Ever See an Increase in my Savings Account Rate?

Will I Ever See an Increase in my Savings Account Rate?

Will I Ever See an Increase In My Savings Account Rate? August 3,2022. By J.D. Wolfsberg: Money market yields have inched up given the recent interest rate hikes by the Federal Reserve Bank. Using a hypothetical example and current average numbers, the yield on a...
Measuring Inflation: CPI vs. the PCE Price Index

Measuring Inflation: CPI vs. the PCE Price Index

Measuring Inflation: CPI vs. the PCE Price Index June 23, 2022. By Matthew Okaty: Understanding all the inflation data presented in the news can be confusing at times, especially since there are different ways of measuring inflation, and it is not always clear which...