ConsultingFinancial AdvisorInvestmentOctober 18, 2024by Peter Jankovskis
Protected: Quarterly Rebalance Review
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BusinessConsultingFinancial AdvisorFinancial CoachInvestmentRetirementJuly 22, 2024by Peter Jankovskis
Understanding the Risks of the 2024 “Bull” Market
2024 Stock Market Performance thru July 12 The US stock market appears to be having a very strong year based on the returns of well-known indices such as the NASDAQ 100 and S&P 500. However, appearances can be misleading. Both indices are heavily concentrated in a small number of mega-cap stocks. The strong returns of...
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ConsultingFinancial AdvisorInvestmentJanuary 15, 2024by Peter Jankovskis
Protected: Quarterly Rebalance Review
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December 14, 2023 Stronger than expected job growth and a sharp escalation in Mideast tensions pressured both stocks and long-term bonds in October. During November, smaller than expected increases in many price indexes raised expectations that the Fed might be ready to cut interest rates in 2024. This triggered rallies in both stocks and...
The US stock market rallied in July, helped along by better-than-expected economic data and inflation continuing to trend lower. Stocks declined at the start of August due to several factors including a downgrade of the credit rating for US bonds by rating agency Fitch, the US Treasury issuing more government debt than expected, and a conservative...
Financial markets began 2023 with a strong January rally propelled by hope that central banks would soon declare victory over inflation. During February, stocks and bonds gave up most of these gains as larger than expected consumer price increases prompted Federal Reserve officials to declare that interest rates would need to move higher, and remain...
In 2019 Congress took an important step in improving retirement opportunity for Americans by passing the Secure Act that incentivized saving for retirement and increasing access to workplace plans. The legislation proved to need further refining and direction to reach its true goals. In December 2022, Secure Act 2.0 was passed by Congress. Below are...
Though we all wish our cars and homes would always work perfectly, unexpected repairs on the things we use every day are just a fact of life. Whether you lease or own your car, upwards of 70% of drivers report being in one or more accidents throughout their driving history. And about 1 in 20...
BusinessCoachingConsultingFinancial AdvisorFinancial CoachInvestmentTipsMarch 15, 2022by Katie Schwartz
Your Financial First Aid Kit: Handling Unemployment
Job loss: Though it’s likely to happen to everyone at some point, periods of unemployment can be some of the most difficult, anxiety-inducing financial moments many of us will ever encounter. For most Americans, the majority of income each year comes from earned wages and salary. Without a strong plan in place, losing that income...
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