September 24, 2020. By Olga Okaty: With interest rates hovering at historic lows, mortgage brokers, lenders, and bankers are busier than ever as real estate owners rush to refinance and first time buyers flood the housing market to take advantage of the long-term cost savings associated with reduced rates. This is all happening, however, on the heels of a global pandemic which spiraled into a national emergency, making lenders wary about the … [Read more...]
Fed Anticipates Near-Zero Rates for 3+ Years
September 16, 2020. By Mark Barry: Bloomberg reported today that the Federal Reserve expects to hold rates steady through 2023 until inflation reaches 2% in effort to help the economy recover from the pandemic. Fed Chair Jerome Powell and other Fed officials have stated in recent weeks that a full recovery is highly dependent on further fiscal stimulus to support jobs and income, and on Wednesday the Fed committed to using its “full range of … [Read more...]
Repost: 3 Financial Buckets to Fill
September 11, 2020. By John Wolfsberg: In the current conditions, some are fortunate to have an increased savings due to the lack of social opportunities, while other are experiencing a threat to their savings due to income loss. Be it financially, professionally, or emotionally, these are certainly trying times. That said, individuals and families on either side of the continuum are paying attention to their finances now more than ever. … [Read more...]
Back to School Blues? Time to Talk About It.
September 3, 2020. By Jennifer Wolfsberg: Back to School looks very different this year, and for some this is a wild understatement. As my husband and I were recently driving home after bringing our daughter to college, we couldn’t help but chat about the changing landscape in education, and we are thankful that each our daughter is at the college level. My husband is in healthcare, and with both of our professions busier now more than ever, … [Read more...]
Make My Money Work For Me
8/26/2020. By Ashley Agnew: In our conversations with prospective clients, young professionals, and referring advisors, we often hear the statement “I want to make my money work for me”. What does this mean? Perhaps different things to different investors, however in its simplest form it can be assumed that this means the individual would like their money to earn more money- for one plus one to equal three. While this is the general desire … [Read more...]
LFH: Realities and Tips for Life From Home
August 19, 2020. By Ashley Agnew: After months of basically quarantining as a family with little ones and elderly parents, you can generally add FH to anything for us- work from home, school from home, workout from home, therapy from home, you name it. And we know that we are not alone with so many in the same plight- extremely lucky to have our health and thankfully our jobs, but also extremely ready to relax from home. RFH seems like the … [Read more...]
Planning for Home Improvements
August 3, 2020. By J.D. Wolfsberg With summer activities now limited and more time spent at home, it can be tempting to give in to daydreams of home renovations, revamping décor, and the completion of overdue projects. While the may be excess funds in the bank account from the slow moving summer, this may not be the “new normal” as needs may occur for additional day care expenses, tutoring services, home office necessities with uncertain … [Read more...]
Repost: The Benefits of Kindness and Compassion
July 23, 2020. By Ashley Agnew: Given the challenges faced by so many in the current environment, we thought we would repost an article recapping one of our favorite in-house events featuring Dr. Tara Cousineau speaking about her book "The Kindness Cure". If you did not have a chance to read when it was first posted, we hope you will be able to find time to enjoy the key takeaways now: The Many Benefits of Kindness and Compassion Originally … [Read more...]
Social Security Myths- Olga featured in U.S. News Article
July 13 2020, by Olga Okaty: Navigating Social Security benefits can be challenging. Numerous filing options, frequent regulation changes, and an abundance of fine print are just a few of the obstacles facing filers. Aside from these, there are also several myths and misconceptions facing eligible citizens. I recently had the pleasure of being among a group of advisors interviewed By U.S. News & World Report to discuss the top myths … [Read more...]
Wealth Transfer: More than Just Assets
July 8, 2020. By Jennifer Wolfsberg: In dealing with families on a holistic planing level, we often provide guidance on wealth transfer. Given the uniqueness of family dynamics, these discussions can surround many topics. Assets aside, wealth transfer should also be accompanied by knowledge transfer in order to truly provide a financial foundation for the next generation. I recently had the opportunity to share our thoughts on wealth … [Read more...]
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