Blog
2/24 Market View Weekly: By the Numbers
Stocks SlideStocks struggled last week, buffeted by growing fears of further Fed tightening and disappointing forecasts from two major retailers that called into question the consumer's health. The release of the minutes from the...
Read MoreLife Events that Impact your Financial Plan in a Big Way!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...
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October’s Surge Holds Hope
Happy November. As we move into the season of giving thanks, we can all feel thankful for a bit of good news about the markets. Stocks soared during October, with value stocks outperforming growth as earnings season kicked into high...
Read MoreThe Inflation Reduction Act: What Does It Mean for You?
As you probably heard on the news, President Biden signed the Inflation Reduction Act of 2022 on August 16. Among other things, the legislation includes various initiatives such as locking in the American Rescue Plan health coverage...
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July Markets End on a High Note
July was yet another month of roller coaster ups and downs, marked by continued consumer concerns about supply chain issues and higher costs for goods and services. The weather wreaked havoc in many parts of the country, as torrential...
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Don't Panic - A Bull Case for Equities
It’s hard to ignore current news about persistent market volatility, and we’re guessing this has resulted in some anxiety about what (if anything) you should be doing. Please be assured that we are actively monitoring the...
Read MoreNew Movember Tradition!
We hope everyone had a wonderful Thanksgiving! We put together a video to show our thanks and also bring awareness to Movember.
Read MoreBeneficiary Checks on Accounts
It is important to secure your future after all the hard work and time you have put into becoming successful. One of the many ways to assure your finances are in good hands even after you are gone, is to set up a beneficiary on your...
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Paralegal CLE Event
A big thank you to the VTLA and all of those who attended the Paralegal Seminar. Josh and I feel very fortunate to be a business partner for the group and we would also like to thank you all for coming to our booth. If you would like...
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Honoring Veterans Day
November 11 is Veterans Day, a day to honor and remember the bravery, contributions, and sacrifices of our armed services members who have defended us so ably, who have run toward danger rather than away from it and who have helped to...
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What's Your Retirement Dream?
65 is the new 55! Advances in medicine, technology and nutrition have added nearly 10 years to American life expectancy over the past few decades. While formal “retirement age” hasn’t changed much, expectations...
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Remembering Passwords
In a world where everything financial seems to be connected to an online account, it’s incredibly important to have good passwords to keep everything safe and secure. Yet a common complaint from clients is that it’s hard...
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Beware of Phone Scams!
Scammers are pretty crafty these days. With sophisticated software to help make themselves sound convincing (“You’ve won money!” “You owe the IRS!” “You’re getting a refund!”),...
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Do You Qualify for the Child Tax Credit?
As of July 15, 2021, qualifying households will receive monthly tax credit payments of $250 to $300 per child, with no additional action on their part. Let’s focus on the big takeaways: Which families and children qualify? For...
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Economic Lessons from Used-Car Inflation
Inflation is defined as the general upward price movement of goods and services in an economy. The key word is “general.” Inflation tends to be uneven and affects the price of some items more than others. If you’ve...
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Let's Talk About Life Insurance
Here’s a difficult question: What would your family do without you? If you were no longer around, would they have enough to survive and move forward? Many people think financial professionals only specialize in investment...
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A COLA with Your Social Security?
If there is a "silver lining" to all the inflation talk, it may be that Social Security benefits are expected to see a larger-than-normal increase in 2022. Preliminary estimates call for a 4.7% cost-of-living increase (COLA) in Social...
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Follow Jacob Charlwood on Facebook too!
I hope you'll visit my Facebook page, Jacob Charlwood Financial Advisor for timely business and financial insights and sometimes "just for fun" posts.
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The Best Moments of Life – How to Afford Them
As you enter each new phase of your life, milestones such as marriage, buying a home and having kids will impact you financially and inevitably affect how much money you can put toward retirement. While these new expenses can be...
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